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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
LA RA APPROVED 2024-06-26
  • LA RA
    APPROVED
    Since 2024-06-26

Branch Locations

2901 N Causeway Blvd Suite 305, Metairie, LA 70002 • United States

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • 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
Lpl Financial, Llc Metairie LA 04/2014 02/2024
Level Four Advisory Services Metairie LA 04/2014 07/2017
Independent Financial Partners Metairie LA 07/2017 06/2019
Advisor Resource Council (Formerly: 360 Wealth Management, Llc) Metairie LA 06/2019 Present
Ifp Securities, Llc Tampa FL 06/2024 Present
Independent Financial Partners Tampa FL 06/2024 Present
Previous Registrations
Other Businesses

(1) Castrinos Financial - not investment related - 2901 N Causeway Blvd - Wealth Planner - owner - start date June 24, 2024 - DBA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-10-26
  • S66 Uniform Combined State Law Examination
    1999-10-26

View on SEC IAPD

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