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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 | 2018-05-07 |
Branch Locations
800 Maitland Ave, Altamonte Springs, FL 32701 • United States
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 |
|---|---|---|---|---|
| Primequest Wealth Strategies | Altamonte Springs | FL | 07/2007 | Present |
| Independent Financial Partners | Altamonte Springs | FL | 03/2018 | Present |
1) PrimeQuest Wealth Strategies - Insurance Agent DBA, WINTER SPRINGS, FL NON-INV RELATED; START DATE: 7/1/07; OWNER DEVOTING 25 HRS/MTHLY 5 hrs DURING TRADE HRS. 2) American Financial Education Alliance (AFEA) - not investment related - 349 Copperfield Blvd. NE, STE-L #106, Concord, NC 28025 - non-profit 501C3 - Consultant - Start date 1/24/2023 - 3 hours/month - Present various financial educational programs to people who respond to AFEA's flyers that are mailed to their homes. All the programs are created by AFEA and are entirely educational.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-28 |
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