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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 | 2019-07-05 |
Branch Locations
492 Osceola Ave, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-31 |
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