Jeffrey Thomas Higgins

Current Employers

Employment History

• 04/2007 → 05/2019
  Lpl Financial, Llc
  San Antonio, TX
• 03/2012 → Present
  Independent Financial Partners
  San Antonio, TX
• 05/2019 → Present
  Ifp Securities, Llc
  San Antonio, TX

Previous Registrations

• 2007-04-23 → 2019-05-23
  Lpl Financial Llc
  Shavano Park, TX
  San Antonio, TX
  Fort Mill, SC
  San Antonio, TX
• 2003-01-31 → 2007-04-26
  Msi Financial Services, Inc.
  San Antonio, TX
  San Antonio, TX
• 1992-09-01 → 2003-01-16
  Equitable Advisors, Llc
  San Antonio, TX

Other Businesses

(1) 318 Oakwood, LLC – not investment related – 4079 De Zavala Rd., San Antonio, TX 78249 – real estate holding and rental – owner – start date Jan 21, 2022 – 2 hours/month – maintains rental property, manages related accounting, and receives rent payments (2) Partners Wealth Management – investment related – 4079 De Zavala Rd., San Antonio, TX 78249 – registered investment advisory, financial planning, and wealth management services – employee/financial advisor – start date Mar 28, 2013 – 160 hours/month (160 during trading hours) – operates under the Partners Wealth Management DBA for current and prospective securities and advisory business (3) ExMet Partners, LLC – investment related – 4079 De Zavala Rd., San Antonio, TX 78249 – business entity operating Partners Wealth Management as a DBA and providing wealth management and financial planning services – owner – start date Apr 15, 2007 – 160 hours/month (120 during trading hours) – serves as the legal entity for the advisory practice and provides office overhead support to affiliated representatives, with related payments received through business overrides or direct invoices (4) 4079 De Zavala LP – not investment related – 4079 De Zavala Rd., San Antonio, TX 78249 – real estate ownership and leasing – owner – start date Aug 1, 2016 – 1 hour/month (1 during trading hours) – owns and leases the office building used by Partners Wealth Management dba ExMet Partners, LLC and collects rent from the affiliated financial services firm (5) ExMet Real Estate, LLC – not investment related – 4079 De Zavala Rd., San Antonio, TX 78249 – general partner entity for a commercial real estate partnership – owner – start date Aug 1, 2016 – 1 hour/month (1 during trading hours) – serves as the general partner for the real estate partnership that owns and leases the office building used by Partners Wealth Management dba ExMet Partners, LLC (6) PIBTX, LLC – investment related – 4079 De Zavala Rd., San Antonio, TX 78249 – non-variable insurance agency offering life, health, disability, and fixed annuity products – owner – start date Oct 10, 2017 – 5 hours/month (2 during trading hours) – maintains direct contracts with fixed insurance carriers and conducts fixed insurance and annuity business (7) 715S8, LLC – not investment related – 4079 De Zavala Rd., San Antonio, TX 78249 – real estate holding and rental – owner – start date Aug 4, 2026 – 2 hours/month – maintains rental property, manages related accounting, and receives rent payments (8) SA Life Academy – not investment related – 308 Mount Calvary, San Antonio, TX 78209 – non-profit providing education, life skills, vocational development, and community-based programs for adults with intellectual and developmental disabilities – board member – start date Aug 4, 2026 – 2 hours/month – provides governance and strategic oversight, reviews financial matters, supports fundraising and long-term planning, and represents the organization within the community (9) FFR – investment related – 4079 De Zavala Rd. – life insurance distribution and financial services support organization – owner – start date Apr 23, 2007 – 5 hours/month (4 during trading hours) – maintains direct contracts with fixed insurance carriers for health, disability, fixed insurance, and fixed annuity business

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-19
• S63 Uniform Securities Agent State Law Examination
  1992-08-27

Designations