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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-03-04 |
Branch Locations
3030 North Rocky Point Drive Suite 150, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Tampa | FL | 12/2010 | Present |
| Independent Financial Partners | Tampa | FL | 12/2010 | Present |
| Independent Advisor Alliance | Charlotte | NC | 02/2019 | Present |
1 02/07/2013: NON-VARIABLE INSURANCE - IMPACT PARTNERSHIP - SOLICITING NON-VARIABLE LIFE INSURANCE AND FIXED ANNUITIES WITH THE FOLLOWING CARRIERS OF AVIVA, AMERICAN EQUITY AND SECURITY BENEFIT TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS. HTTP://IMPACTPARTNER.COM/ - TIME SPENT 20% - TAMPA, FL. 2 02/25/2019: REGISTERED INVESTMENT ADVISOR DBA - PROSPERITY WEALTH ADVISORS - TIME SPENT 100% - TAMPA, FL. 3. 02/28/2024: Prosperity Tax Advisors, LLC - TAMPA, FL - 8 hours total per month during trading hours 4. 10/29/2024: Bluestone Equity Group, Inc. - Tampa, FL - 5 hrs/month - holding company for tax purposes for rental properties 5. 09/12/2025: The Fancy Fin, LLC - Tampa, FL - 5 hrs/month - short-term rental property 6. 01/23/2026: Prosperity Exit Advisors, LLC - Tampa, FL - Business Succession Planning / Exit Planning - 20 hrs/month 7. 12/15/2024: 5. On The Rocks Riversedge, LLC - Cedar CIiy, UT - 5 hrs/month - short-term rental property 8. Guardianshield, LLC - 05/11/2024 - Tampa, FL - 5 hrs/month - holding company for tax purposes for rental properties 9. Living Waters Lodge, LLC - -03/01/2025 - Tampa, FL - 5 hrs/month - short-term rental property 10. The River Edge Escape, LLC - 05/14/2024 - Tampa, FL - 5 hrs/month - short-term rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-27 |
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