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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-04-02 |
Branch Locations
101 West Elm Street Suite 340, Conshohocken, PA 19428 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Philadelphia | PA | 07/2018 | 10/2020 |
| Jpmorgan Securities Llc | Philadelphia | PA | 07/2018 | 10/2020 |
| Bank Of New York Mellon | Philadelphia | PA | 04/2014 | 05/2018 |
| Independent Financial Partners | Tampa | FL | 04/2021 | Present |
| Job Search | Philadelphia | PA | 11/2020 | 03/2021 |
(1) 12 Plus – not investment related – 3401 I St., Unit 304, Philadelphia, PA 19134 – non-profit college and career readiness organization – board member – start date Mar 1, 2023 – 5 hours/month (5 during trading hours) – provides board leadership and governance, strategic oversight, executive leadership oversight, and represents the organization with donors, partners, funders, and community stakeholders
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-19 |
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