Best Investors Account Sign in
Current Employers
Mfp Financial Services, Llc

335 Ninth Ave. S., Safety Harbor, FL 34695 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-28
TX RA APPROVED_RES 2024-08-02
  • FL RA
    APPROVED
    Since 2024-08-28
  • TX RA
    APPROVED_RES
    Since 2024-08-02

Branch Locations

335 Ninth Ave. S., Safety Harbor, FL 34695 • 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
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-13
  • S66 Uniform Combined State Law Examination
    2015-10-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Safety Harbor, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor