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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 | 2019-11-21 |
Branch Locations
12810 Marsh Pointe Way, Palm Beach Gardens, FL 33418 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Palm Beach Gardens | FL | 02/1994 | 11/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 11/2019 |
| Ifp Securities, Llc | Tampa | FL | 11/2019 | Present |
| Independent Financial Partners | Tampa | FL | 11/2019 | Present |
(1) Holliger Financial Consultants DBA; Investment related; 12810 Marsh Pointe Way, Palm Beach Gardens, FL 33418; General Partner; Advisory/Insurance; Financial Advisory, Financial Planning, Investment Management, Insurance; Start 1/1/21; 160 hrs/month, 140 hrs/month during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-19 |
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