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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2019-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 01/2015 | 07/2018 |
| Ifp Securities, Llc | Tampa | FL | 06/2019 | Present |
| Unemployed | 8305 S 49Th St | NE | 07/2018 | 06/2019 |
| Independent Financial Partners | Tampa | FL | 07/2019 | Present |
12/7/2022 - Ridgeline Advisors - Investment Related - At reported business locations - DBA for IFP Securities business (entity for IFP Securities business) - Start date 1/1/2023 - 160 hours per month/130 hours during securities trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-20 |
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