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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(1) Castrinos Financial - not investment related - 2901 N Causeway Blvd - Wealth Planner - owner - start date June 24, 2024 - DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-26 |
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