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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-05 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Pensacola | FL | 06/2014 | 06/2019 |
| Ifp Securities, Llc | Tampa | FL | 07/2019 | Present |
| Independent Financial Partners | Tampa | FL | 07/2019 | Present |
(1) 6/13/14-POSTILLION WEALTH MANAGEMENT/DBA ONLY/100%/1528 E Blount St, Pensacola, FL 32503. (2) 6/13/14- POSTILLION WEALTH MANAGEMENT, LLC/NON-VARIABLE INSURANCE/AGENT IN INSURANCE SALES WITH CLIENTS. LIFE, DISABILITY INSURANCE SALES/40%/1528 E Blount St, Pensacola, FL 32503. (3) Kelly Bazile; Fixed Insurance; Investment related; 1517 W. Garden St, Pensacola, FL 32502; Agent; Non-variable insurance/agent in Insurance sales with clients. Life, Disability Insurance Sales; Start 6/13/2014; 5 hr/mo, 5 hr/mo during trading. (4) Kelly Bazile; not investment related; 515 Romana St Pensacola, FL 32502, investment property; owner, start date 5/1/2023; 4 hours/month; 2 hours during trading hours; landlord for property rental for tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-22 |
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