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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-28 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
126 Professional Parkway, Lockport, NY 14094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2004 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | 11/2025 |
| Ifp Securities, Llc | Tampa | FL | 11/2025 | Present |
| Independent Financial Partners | Tampa | FL | 11/2025 | Present |
1. CenterBridge Planning Group. 11/28/2025. Investment Related. 126 Professional Parkway Lockport, NY 14094. Financial Planning & Investment Advisory services. 160 hours per month. DBA. 2. DeSales Catholic School - not investment related - 6914 Chestnut Ridge Road, Lockport, NY 14094 - non-profit private school - volunteer - start date May 19, 2023 - 2 hours/month - 0 during trading - assists with financial decision-making. 3. Stirling Stream, LLC - investment related - 126 Professional Parkway, Lockport, NY 14094 - commercial real estate - owner - start date Oct 25, 2021 - 1 hour/month - 0 during trading hours - ownership and rental of commercial real estate. 4. American Wire Tie, Inc. - not investment related - 2073 North Franklin Street, North Collins, NY 14111 - wire product manufacturing - owner/vice president - start date Jun 11, 2019 - 10 hours/month - 0 during trading hours - business development and strategic planning. 5. Wire Reloads, Inc. - not investment related - 2073 Franklin Street, North Collins, NY 14111 - wire tie product manufacturing - owner - start date Jun 28, 2024 - 2 hours/month - 0 hours during trading - provides strategic guidance and oversight. 6. JMM Portfolio Consulting - investment related - 126 Professional Parkway - investment and financial planning services (S-Corp) - owner - start date Oct 2, 2025 - 160 hours/month - 160 during trading hours - provides investment and financial planning management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-28 |
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