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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 | 2012-03-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Miami | FL | 02/2012 | Present |
| Independent Financial Partners | Miami | FL | 09/2012 | Present |
(1) - 9/20/2012 - REGISTERED INVESTMENT ADVISOR - INDEPENDENT FINANCIAL PARTNERS - SERVE AS AN IAR UNDER THE IFP RIA. ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, RETIREMENT PLAN CONSULTING, OR OTHER RELATED FINANCIAL CONSULTING. - (HYBRID) INDEPENDENT FINANCIAL PARTNERS - TIME SPENT 100% - MIAMI, FL. (2) - 7/8/2013- REGISTERED INVESTMENT ADVISOR DBA - INDEPENDENT FINANCIAL SERVICES - IAR - GI FINANCIAL SERVICES, LLC - TIME SPENT 1% - MIAMI, FL. (3) - 8/21/2013- DBA ONLY - GI FINANCIAL SERVICES, LLC - MIAMI, FL. (4) - 02/10/2014 - INDEPENDENT FINANCIAL PARTNERS - REGISTERED INVESTMENT ADVISOR DBA-GLOBAL INVESTMENTS & FINANCIAL SERVICES. LLC-FINANCIAL ADVISE FOR A PERCENT OF ASSETS UNDER MANAGEMENT- TIME SPENT 10% - MIAMI, FL. (5) 04/25/2014 - GI FINANCIAL SERVICES - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) GI FINANCIAL SERVICES - IAR - TIME SPENT 1% - MIAMI, FL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-09 |
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