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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-02-19 |
Branch Locations
925 S. Capital Of Texas Highway Suite B235, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Austin | TX | 02/2014 | 05/2019 |
| Independent Financial Partners | Austin | TX | 02/2014 | Present |
| Ifp Securities, Llc | Austin | TX | 05/2019 | Present |
(1) 02/18/2014 * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * 40% TIME SPENT (2) 12/03/2015 * Fortus * DBA ) * Fortus * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 11/30/2015 * 200 HRS/MO; 8 HRS/MO DURING SECS TRDG HRS. (3) 12/03/2015 * Fortus * Registered Investment Advisor DBA * (HYBIRD) Fortus * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 12/03/2015 * 200 HRS/MO; 8 HRS/MO DURING SECS TRDG HRS. (4) 04/14/2016 * Financial Planning Association * Non-Profit Board Member * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * START 01/16/2016 * 3 HHRS/MO; 1 HR DURING SECS TRDG HRS. * Operate on the Austin chapter of the Financial Planning Association.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-10 |
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