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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 | 2018-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Tampa | FL | 06/2010 | 03/2018 |
| Tiaa | Tampa | FL | 08/2007 | 03/2018 |
| Independent Financial Partners | St. Petersburg | FL | 03/2018 | Present |
1) DBA - Wealth Advisors Who Care; 6125 30th S South, St Petersburg, FL 33712; investment related; investment advisor. 2) Fixed Insurance; Agent selling and servicing fixed insurance products through various carriers Investment Related; 6125 30th Steet South, St. Petersburg, FL 33712; Start: 5/24/2022; 15 hrs/mo, 5 hrs/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-26 |
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