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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Securities | Brownwood | TX | 08/2017 | 06/2018 |
| Painter And Johnson Financial | Brownwood | TX | 05/2016 | 08/2017 |
| Heartland Wealth Strategies | Wamego | KS | 03/2019 | 09/2019 |
| Unemployed | Sabetha | KS | 06/2018 | 03/2019 |
| Ifp Securities, Llc | Tampa | FL | 09/2019 | Present |
| Independent Financial Partners | Tampa | FL | 09/2019 | Present |
(1) Bletscher Financial LLC; Investment Related; 821 Main St, Sabetha, KS 66534; Educator - plan, purchase materials and conduct educational classes available to the community; 3 hrs/wk; Start 1/1/2020. (2) Saylor Insurance Services Inc; Fixed Insurance; not-investment related; 21 Main Street, KS; Agent; Call on existing clients to offer insurance reviews as needed; Start 1/1/2021; 15 hrs/mo, 15 hr/mo during trading. (3) USD 113 Foundation; Non-Profit 501(c)(3); Not Investment Related; 1619 Old Hwy 75, Sabetha, KS 66534; Treasurer; Board Member; Participating in scholarship committees that organize and vote on the funding decisions for recipients and programs in accordance with administrative fund documents. May request or sign checks to the school of fund only after board approval; Start 1/1/20; 3 hrs/mo, 2 hrs/mo during trading. (4) USD 113 School District; Not investment related; 1619 S. Old Highway 75, Sabetha, Kansas 66534; Substitute Teacher as needed.; start 1/24/2022; 16 hrs/mo, 16 hrs/mo during trading. (5) (4) Keystone Private Wealth DBA; Investment related; 821 Main Street, Sabetha, Kansas 66534: Investment related activities; Owner; Start 03/01/2021; 40 hrs/mo, 40 hrs/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
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