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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
OH RA APPROVED 2016-07-12
  • OH RA
    APPROVED
    Since 2016-07-12

Branch Locations

18540 Shelburne Road, Cleveland, OH 44118 • 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
Blueprint Financial Corporation Shaker Heights OH 04/2016 Present
Lpl Financial, Llc Cleveland OH 03/2016 05/2019
Independent Financial Partners Cleveland OH 07/2016 Present
Ifp Securities, Llc Shaker Heights OH 05/2019 08/2020
  • 04/2016 → Present
    Blueprint Financial Corporation
    Shaker Heights, OH
  • 03/2016 → 05/2019
    Lpl Financial, Llc
    Cleveland, OH
  • 07/2016 → Present
    Cleveland, OH
  • 05/2019 → 08/2020
    Ifp Securities, Llc
    Shaker Heights, OH
Other Businesses

(1) 06/30/2016 - BLUEPRINT FINANCIAL CORP/ DBA / 100%/ CLEVELAND, OH (2) 07/18/2016 * BLUEPRINT FINANCIAL CORP * Registered Investment Advisor DBA * (HYBRID) BLUEPRINT FINANCIAL CORP * INV REL * 18540 SHELBURNE RD, CLEVELAND, OH 44118-4906 * IAR * START 04/04/2016 * TIME SPENT 100%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-30
  • S66 Uniform Combined State Law Examination
    2016-09-30
Other Names
  • Andrew Grannis

View on SEC IAPD

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