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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Roslyn | NY | 08/2009 | 01/2017 |
| Independent Financial Partners | Tampa | FL | 02/2018 | Present |
| Christopher Weismiller Llc | Oldsmar | FL | 01/2017 | 12/2018 |
| Lpl Financial, Llc | Tampa | FL | 01/2019 | 05/2019 |
| Ifp Securities, Llc | Oldsmar | FL | 05/2019 | Present |
1) 1/8/2019 - Real Estate Rental - CHRISTOPHER WEISMILLER LLC - 335 Coco Plum Ct, Oldsmar, FL 34677 - 30% 2) 1/8/2019 - DBA - DIRECTIONAL WEALTH MANAGEMENT - Registered Rep and IAR; 80% - At Reported business location; Start Date: 2/15/2018 - Time Spent 80% - I provide investment advisory services through Independent Financial partners, an independent investment advisor firm. I expect to spend approximately 32 hours per month on this activity 3) 1/18/2019 - INDEPENDENT FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/15/2018 - Time Spent 80%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-26 |
| S66 | Uniform Combined State Law Examination | 2007-08-13 |
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