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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-08-05 |
Branch Locations
230 Creekstone Ridge Rd, Woodstock, GA 30188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Woodstock | GA | 07/2011 | 05/2019 |
| Independent Financial Partners | Woodstock | GA | 08/2016 | Present |
| Ifp Securities, Llc | Woodstock | GA | 05/2019 | Present |
(1) Horizon Planning Group – investment related – 230 Creekstone Ridge, Woodstock, GA 30188 – DBA for a branch office of IFP and IFP Securities, Inc. providing financial planning services – agent – start date Jan 1, 2015 – 170 hours/month (130 during trading hours) – conducts financial planning activities under the Horizon Planning Group DBA (2) Horizon Planning Group – investment related – 230 Creekstone Ridge, Woodstock, GA 30188 – fixed insurance services – agent – start date Jan 1, 2015 – 10 hours/month (10 during trading hours) – obtains quotes and places term life, disability, and long-term care insurance through approved general agencies based on clients’ financial planning needs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-06-16 |
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