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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
NY RA APPROVED 2025-03-25
  • NY RA
    APPROVED
    Since 2025-03-25

Branch Locations

146 Arsenal Street Suite 11, Watertown, NY 13601 • 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
Carthage Savings And Loan, Na Watertown NY 11/2011 Present
Ifp Securities, Llc Tampa FL 12/2024 Present
Time Warp Tavern Watertown NY 08/2020 Present
  • 11/2011 → Present
    Carthage Savings And Loan, Na
    Watertown, NY
  • 12/2024 → Present
    Ifp Securities, Llc
    Tampa, FL
  • 08/2020 → Present
    Time Warp Tavern
    Watertown, NY
Other Businesses

(1) Time Warp Tavern - not investment related - 302 State Street, Watertown, NY 13601 - Sports Bar - Employee - start date Aug. 19, 2020 - 44 hours/month - Serve food and drinks to patrons (2) Carthage Investment Services - investment related - 146 Arsenal Street Suite 11 Watertown, NY 13601 - start date 6/16/2025 - DBA (3) New York State Public State High School Athletic Assoc - not investment related - 8 Airport Park Blvd, Latham NY 12110 - employee - start date Oct 15, 2025 - 10 hours/month - Swimming and Diving Official

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-24
  • S66 Uniform Combined State Law Examination
    2025-03-24

View on SEC IAPD

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