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Current Employers
Independent Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2022-04-06
  • KY RA
    APPROVED
    Since 2022-04-06

Branch Locations

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

632 Buttermilk Pike, Crescent Springs, KY 41017 • 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
Independent Financial Partners Tampa FL 10/2021 Present
Dickman Wealth Management Crescent City KY 07/2021 Present
A&R Logistics Louisville KY 09/2017 07/2021
Costco Florence KY 06/2016 09/2017
Thomas More College Crestview KY 08/2012 12/2016
  • 10/2021 → Present
    Tampa, FL
  • 07/2021 → Present
    Dickman Wealth Management
    Crescent City, KY
  • 09/2017 → 07/2021
    A&R Logistics
    Louisville, KY
  • 06/2016 → 09/2017
    Costco
    Florence, KY
  • 08/2012 → 12/2016
    Thomas More College
    Crestview, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-06
  • S65 Uniform Investment Adviser Law Examination
    2022-04-06

View on SEC IAPD

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