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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-11-14 |
Branch Locations
304 S Breiel Blvd, Middletown, OH 45044 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weinstein Consulting | Denver | CO | 03/2013 | 03/2017 |
| Securities America, Inc. | Middleton | OH | 04/2017 | 10/2019 |
| Ifp Securities, Llc | Tampa | FL | 11/2019 | Present |
| Independent Financial Partners | Tampa | FL | 11/2019 | Present |
(1) WEINSTEIN FINANCIAL GROUP - DBA; Investment Related; 304 S Briel Blvd, Middletown, OH 45044; CFP; Sales - Life Ins, fixed & variable annuity, disability insurance, LTC incidental to our planning practice; start 1983; 1% time spent on OBA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 2007-07-17 |
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