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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 | 2016-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-30 |
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