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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-09-01 |
Branch Locations
383 Shoshone St. N., Twin Falls, ID 83301 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Twin Falls | ID | 12/2020 | 08/2023 |
| Creative Carpentry | Twin Falls | ID | 02/2020 | 12/2020 |
| City Of Twin Falls | Twin Falls | ID | 12/2015 | 01/2020 |
| Ifp Securities, Llc | Tampa | FL | 09/2023 | Present |
| Independent Financial Partners | Tampa | FL | 09/2023 | Present |
(1) First Federal Savings Bank - investment related - 383 Shoshone St N. Twin Falls, ID 83301 - DBA - employee - start date 8/21/2023 - 160 hours/month - 160 hours/month during trading - financial advisor (2) Twin Falls School District - not investment related - 201 Main Ave West Twin Falls, ID 83301 - Public school district 501c3 - employee - 250 hours/month - assistant softball coach for Twin Falls High School
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
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