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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-11-02 |
Branch Locations
715 S. Coy Rd. Suite A, Oregon, OH 43537 • 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 |
|---|---|---|---|---|
| Ifp Securities Llc | Tampa | FL | 11/2021 | Present |
| Stirling Capital | Oregon | OH | 01/2013 | Present |
(1) 2013- Stirling Capital- Director of Operations- Oregon, OH; 40 hrs per week. Investment related (2) Stirling Capital Tax & Accounting Services - not investment related - 2661 Latonia Boulevard - Tax & Accounting Services. - owner - start date Feb. 21, 2025 - 25 hours/month - 15 hours/month during trading - Owner Preparing and submitting tax returns.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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