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Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-07-05
  • FL RA
    APPROVED
    Since 2019-07-05

Branch Locations

492 Osceola Ave, Jacksonville Beach, FL 32250 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Southeast Consulting Group Atlantic Beach FL 05/2002 Present
Lpl Financial Llc Jacksonville Beach FL 09/2009 06/2019
Ifp Securities, Llc Jacksonville Beach FL 07/2019 Present
Independent Financial Partners Jacksonville Beach FL 07/2019 Present
  • 05/2002 → Present
    Southeast Consulting Group
    Atlantic Beach, FL
  • 09/2009 → 06/2019
    Jacksonville Beach, FL
  • 07/2019 → Present
    Ifp Securities, Llc
    Jacksonville Beach, FL
  • 07/2019 → Present
    Jacksonville Beach, FL
Previous Registrations
  • 2009-09-11 → 2019-07-15
    Jacksonville Beach, FL
  • 2008-09-18 → 2009-09-17
    Mutual Service Corporation
    Boston, MA
    Jacksonville Beach, FL
    Jacksonville, FL
    Maumelle, AR
  • 2008-04-10 → 2008-07-24
    American General Securities Incorporated
    Jacksonville Beach, FL
Other Businesses

(1) Southeast Consulting Group Inc; IT Consulting; Not Investment Related; 1979 Brista De Mar Cir, Atlantic Beach, FL 32233; Owner; Start 6/12/2002; 4 hrs/mo, 0 hrs during trading. (2) Postillion Wealth Management LLC; DBA; 492 Osceola Ave, Jacksonville Beach, FL 32250; Owner; Securities/Life/Health/Fixed Annuity insurance sales; Start 12/1/2009; 160 hrs/mo, 160 hr/mo during trading. (3) Postillion Financial Services LlC; Fixed Insurance; Investment Related; 492 Osceola Ave, Jacksonville Beach, FL 32250; Owner; Non-variable fixed insurance sales; Start 11/1/2016; 8 hrs/mo, 4 hrs/mo during trading. (4) Tau Beta Pi Association - not investment related - PO Box 2697, Knoxville, TN 37901-2697 - non-profit engineering honor society - volunteer - start date Apr 1, 2026 - 3 hours/month - 0 hours/month during trading hours - participates on financial review committee providing investment oversight and recommendations

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-31
  • S66 Uniform Combined State Law Examination
    2008-03-31
Other Names
  • Robert Bracey

View on SEC IAPD

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