Best Investors
Account
Sign in
335 Ninth Ave. S., Safety Harbor, FL 34695 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED_RES | 2024-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Safety Harbor | FL | 01/2016 | Present |
| Independent Financial Partners | Dunedin | FL | 02/2016 | 10/2018 |
| Independent Advisor Alliance, Llc | Dunedin | FL | 10/2018 | 07/2024 |
| Mfp Financial Services, Llc | Safety Harbor | FL | 08/2024 | Present |
1. 2/1/2016 - MFP Financial Services, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 144 Hours Per Month/8 Hours During Securities Trading. 2. 2/3/2016 - MFP FINANCIAL SERVICES INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 12/22/2015 - 9 Hours Per Month During Securities Trading. 3. 6/13/2017 - MFP CONSULTING GROUP LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 08/24/16 - 20 Hours Per Month/0 Hours During Securities Trading - Business entity for tax purposes. 4. 11/16/2021 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Start Date: 01/01/2020 - 20 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 02/03/2022 - Independent Advisor Alliance - DBA: (Hybrid) Taylored Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/01/2022 - 20 Hours Per Month/10 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 2/2022. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 07/09/2024 - MFP Financial Services - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 10 Hours Per Month/ 1 Hour During Trading - I provide investment advisory services through Independent Advisor Group, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 10/08/2024 - Mortgage/Real Estate Services - Investment Related - At Reported Business Location(s) - Start Date 06/06/2024 - 1 Hour Per month/ 0 Hours During Trading 8) 03/11/2025 - Taylored Wealth - Not Investment Related - Other - Podcast - Harbor, FL - Start Date: 02/10/2025 - 6 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-13 |
Reach out to this advisor