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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-17 |
| PA | RA | APPROVED | 2025-07-25 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Berwyn | PA | 07/2012 | 07/2018 |
| Independent Financial Partners | Berwyn | PA | 10/2013 | 07/2018 |
| Triad Advisors | Norcross | GA | 07/2018 | 08/2024 |
| Ifp Securities, Llc | Tampa | FL | 09/2024 | 07/2025 |
| Independent Financial Partners | Tampa | FL | 07/2025 | Present |
| Ifp Securities, Llc | Tampa | FL | 08/2025 | Present |
(1) Kelly Bratton Investments - investment related - 305 Brey Hill Lane Downingtown, PA 19335 - DBA name for Brendan Kelly & Jay Bratton - employee - start date Sep 1, 2024 - 160 hours/month during trading - Client Service & Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-22 |
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