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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 | 2010-08-09 |
Branch Locations
2622 N W 43Rd St Suite B4, Gainsville, FL 32606-7428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Gainsville | FL | 07/2010 | 05/2019 |
| Covenant Wealth Management | Gainsville | FL | 07/2010 | Present |
| Independent Financial Partners | Gainesville | FL | 07/2010 | Present |
| Ifp Securities, Llc | Gainsville | FL | 05/2019 | Present |
1. 07/16/2010: DBA - COVENANT WEALTH MANAGEMENT - INVESTMENT RELATED - GAINESVILLE, FL. 2. 07/16/2010: DBA - MURRAY INVESTMENT COMPANY INC. S CORP. - CORPORATION SET UP FOR BUSINESS EXPENSES. - GAINESVILLE, FL. 3. 1/30/2015: REGISTERED INVESTMENT ADVISOR DBA - INDEPENDENT FINANCIAL PARTNERS - DBA: COVENANT WEALTH MANAGEMENT - STARTED 07/15/2010 - INVESTMENT RELATED - 160 HOURS PER MONTH/6 HOURS DURING TRADING - GAINESVILLE, FL. 4. 04/07/2015 - IFP INSURANCE GROUP - NON-VARIABLE INSURANCE - TIME SPENT 1 HOUR PER MONTH - GAINESVILLE, FL 5. Stop Children's Cancer - not investment related - 2622 NW 43rd St Ste B3 Gainesville, FL 32606 - 501(c)3 - volunteer - start date 2/1/2024 - 4 hours/month - 2 hours/month during trading - Volunteer member of the annual fundraising dinner event.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-02 |
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