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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-18 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| Key Investment Services Llc | Cleveland | OH | 08/2008 | 10/2022 |
| Independent Financial Partners, Llc | Tampa | FL | 10/2022 | Present |
(1) THE PILGRIM PROPERTIES LLC, NON-INVESTMENT RELATED, 31722 TRADEWINDS DR ,AVON LAKE, OH 44012, RENTAL PROPERTY, OWNER, 8/2005, 1 hr/mo, 1 hr/mo during trading hours, LANDLORD. start date 10/1/2004 (2) Harbor Wealth Advisors - Investment Related - DBA Name Only - 31722 Tradewinds Drive, Avon Lake OH 44012 start date 10/18/2022 (3) Pinnacle Group - Thomas Petrus Agent - Fixed Insurance Sales and Service - 470 East Paces Ferry Road, NE, Suite 210, Atlanta, GA 30305 - Agent selling and servicing fixed insurance and fixed annutiies - 10 hrs/mo, 10 hrs/mo during trading hours, start date 10/18/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-20 |
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