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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2012-05-31 |
Branch Locations
150 Main Street, Trussville, AL 35173 • United States
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 | Trussville | AL | 05/2012 | 05/2019 |
| Independent Financial Partners | Trussville | AL | 06/2012 | Present |
| Ifp Securities, Llc | Birmingham | AL | 05/2019 | Present |
(1) Hitchcock Maddox Financial Partners, LLC, d/b/a Hitchcock Maddox Financial Partners (HMFP): Investment Related. 150 Main Street, Trussville, AL 35173. HMFP provides comprehensive financial planning and wealth management services to individual and small business clients. My role as a partner began in April 2014. This is one of two entities that operate under the same DBA and they collectively constitute 150 hours a month, 130 of which are during normal NYSE trading hours. I conduct Registered Investment Advisor (RIA), Investment Advisor Representative (IAR), variable, non-variable, and fixed insurance activities through this DBA. (2) HMFP Trussville, LLC, d/b/a Hitchcock Maddox Financial Partners (HMFP): Investment Related. 150 Main Street, Trussville, AL 35173. HMFP provides comprehensive financial planning and wealth management services to individual and small business clients. My role as a partner began in September 2016. This is one of two entities that operate under the same DBA and they collectively constitute 150 hours a month, 130 of which are during normal NYSE trading hours. I conduct Registered Investment Advisor (RIA), Investment Advisor Representative (IAR), variable, non-variable, and fixed insurance activities through this DBA. (3) Trussville Redevelopment Authority (TRA): Not Investment related; The TRA is a chartered economic development body, focused on a geographic overlay generally encompassing the downtown areas of the city of Trussville AL; Board Member - serve as a board member and Vice Chair; My role on the board began September 2017; 8 hrs/mo, 3hrs/mo during trading hours. (4) Trussville Area Chamber of Commerce: 400 Main Street, Trussville, AL 35173; Not Investment related; Board Member - duties include the strategic and financial oversight of chamber operations, supporting specific events and initiatives. My role as a board member began February 2018. 4hrs/mo, 2hrs/mo during trading hours. (5)Trussville City Schools Foundation; Board Member - contribute to the mission of the foundation; 112 N Chalkville Road, Trussville, AL 35173; Not Investment Related; 4 hrs/mo, 1 hr/mo during trading hours; Start: June 1, 2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-15 |
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