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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 | 2025-01-01 |
Branch Locations
800 N. Magnolia Ave Ste 1825, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Orlando | FL | 06/2004 | 05/2019 |
| Independent Financial Partners | Orlando | FL | 10/2009 | Present |
| Ifp Securities, Llc | Orlando | FL | 05/2019 | Present |
(1) 05/31/2006 * RUMO, LLC * Business Entity For Tax/Investment Purposes Only * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * TIME SPENT 1% (2) University of Central Florida Foundation; Non-Profit 501(c)(3); Not-investment Related; 12424 Research Parkway, Ste 250, Orlando, FL 32826; Board Member; Acting Vice Chair of the UCF Foundation Board; Start 11/1/2018; 2 hr/mo, 0 hr during trading. (3) 05/12/2015 - MORENO, PEELEN PARTNERS, LLC - INV REL - at reported business location - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 03/26/2015 - TIME SPENT 1 HR/MO DURING SECS TRDG HRS (4) 09/18/2015 - SalikaVP, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 09/14/2015 (5) 6/26/2019 - Four Idiots Brewing; Not investment related; 736 Industry Rd, Longwood, FL 32750; Part owner (25%); Brewing Beer - Sale of Beer and merchandise; 5 Hours per week. (6) 11/22/2022 - Fortiv - investment related - 800 N. Magnolia Ave., Suite 1825, Orlando, FL 32803 - Private Wealth/Benefits - owner - start date 8/3/2022 - 160 hours/month - 160 hours/month during trading - DBA (7) Wealth Legacy Collective - DBA - investment-related - 800 N Magnolia Ave Suite 1825 Orlando FL 32803 - LLC being created for a book that was written by 5 advisors, all of which are affiliated with Pinnacle Group, which is the IMO for IFP. - General Partner - January 1, 2025 - 10 hours/month - 10 hours/month during trading hours - Partner in LLC for book sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-02 |
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