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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-26 |
Branch Locations
39 Crooked Dr., Enola, PA 17025 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Camp Hill | PA | 03/2012 | 01/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | New Cumberland | PA | 03/2012 | 01/2018 |
| Pnc Investments | Pittsburgh | PA | 01/2018 | 09/2022 |
| Ifp Securities Llc | Tampa | FL | 09/2022 | Present |
| Independent Financial Partners | Tampa | FL | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-18 |
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