Best Investors Account Sign in
Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-04-23
  • PA RA
    APPROVED
    Since 2025-04-23

Branch Locations

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

5292 Hamilton Blvd, Allentown, PA 18106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors, Inc. Norcross GA 05/2014 08/2024
Triad Hybrid Solutions Allentown PA 06/2018 03/2025
Osaic Wealth, Inc. Allentown PA 08/2024 03/2025
Ifp Securities, Llc Tampa FL 04/2025 Present
Independent Financial Partners Tampa FL 04/2025 Present
  • 05/2014 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 06/2018 → 03/2025
    Triad Hybrid Solutions
    Allentown, PA
  • 08/2024 → 03/2025
    Osaic Wealth, Inc.
    Allentown, PA
  • 04/2025 → Present
    Ifp Securities, Llc
    Tampa, FL
  • 04/2025 → Present
    Tampa, FL
Previous Registrations
  • 2018-06-08 → 2025-04-30
    Allentown, PA
    Atlanta, GA
  • 2013-01-08 → 2018-12-31
    American Financial Management Group, Ltd.
    Berwyn, PA
  • 2013-09-03 → 2014-05-02
    Cetera Wealth Services, Llc
    Allentown, PA
  • 2012-03-02 → 2013-09-03
    Walnut Street Securities, Inc.
    Allentown, PA
Other Businesses

(1) BluePrint Wealth Management Group - investment related - 5292 Hamilton Blvd, Allentown, Pa 18106 - DBA - owner - start date April 1, 2025 - 180 hours/month - 120 hours/month during trading - Owner, operator, manager, President, sales, manage assets, Insurance sales, (2) Main St - not investment related - 604 Main St Rear - investment rental property - owner - start date March 12, 2010 - 20 hours/month - 2 hours/month during trading - owner/operator/manager (3) Butternut - Main St - not investment related - 1396 Butternut Ln - investment rental property - owner - start date March 28, 2013 - 20 hours/month - 2 hours/month during trading - owner/operator/manager

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-09
S63 Uniform Securities Agent State Law Examination 2005-02-14
  • S65 Uniform Investment Adviser Law Examination
    2011-12-09
  • S63 Uniform Securities Agent State Law Examination
    2005-02-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor