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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 | 2025-02-19 |
Branch Locations
7775 Walton Pkwy Unit 225, New Albany, OH 43054 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 02/2020 | 02/2025 |
| Cambridge Investment Research Inc. | Fairfield | IA | 06/2022 | 02/2025 |
| Outback | Chattanooga | TN | 08/2013 | 08/2020 |
| Capital Financial Group | Chattanooga | TN | 12/2015 | 02/2019 |
| Adt Security | Chattanooga | TN | 08/2019 | 02/2020 |
| Logistics Made Simple | Chattanooga | TN | 02/2019 | 08/2019 |
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2023 | 02/2025 |
| Ifp Securities, Llc | Tampa | FL | 02/2025 | Present |
| Independent Financial Partners | Tampa | FL | 02/2025 | Present |
(1) AnchorPoint Wealth - not securities related - Chattanooga, TN - DBA - owner - start date Jan. 30, 2025 - 160 hrs/month - 160 hours/month during trading - Planning/Advisory Services offered to clients under a DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-07 |
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