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Trey Woodrum

Independent Financial Partners

Alexendria, LA

Tampa, FL

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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
LA RA APPROVED 2023-04-03
  • LA RA
    APPROVED
    Since 2023-04-03

Branch Locations

5432 Provine Place, Alexendria, LA 71303 • United States

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • 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
Edward Jones St Louis MO 06/2016 03/2023
Ifp Securities Llc Tampa FL 03/2023 Present
Independent Financial Partners Tampa FL 03/2023 Present
Previous Registrations
  • 2016-11-11 → 2023-04-04
    Edward Jones
    Pearland, TX
    Pearland, TX
    St Louis, MO
    Alexandria, LA
    Ball, LA
Other Businesses

(1) Wellspring Advisor Group - investment related - 5432 Provine Place, Alexendria, LA 71303 - Investment Advisory DBA - Employee - start date 4/3/2023 - 80 hours/month during trading hours - Wealth Advisor/Client Relationships

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-12
  • S66 Uniform Combined State Law Examination
    2016-09-12
Other Names
  • Trey Woodrum
  • Tracy Linden Woodrum
  • Tracy Linden Woodrum

View on SEC IAPD

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