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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-14 |
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