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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2011-01-05 |
Branch Locations
541 Buttermilk Pike, Suite 305, Crescent Springs, KY 41017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Florence | KY | 12/2010 | 04/2019 |
| Independent Financial Partners | Florence | KY | 08/2013 | Present |
| Ifp Securities, Llc | Florence | KY | 05/2019 | Present |
(1) 7/2/2024 -Bosch Private Wealth - DBA Only - investment related - 7620 Dixie Highway - DBA - Owner - Start date - May 17, 2024 - 160 hours/month during trading (2) 12/10/2010 - BOSCH INSURANCE SERVICES - NON-VARIABLE INSURANCE - INSURANCE AGENCY USED ONLY FOR LIFE, FIXED ANNUITIES & LTC. - FLORENCE, KY (3) 12/17/2010 - INDEPENDENT FINANCIAL PARTNERS - REGISTERED INVESTMENT ADVISOR - ADVISOR WILL SERVE AS AN INVESTMENT ADVISOR REPRESENTATIVE UNDER THE INDEPENDENT FINANCIAL PARTNERS RIA. ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, OR OTHER RELATED FINANCIAL CONSULTING - 25% OF TIME SPENT - FLORENCE, KY (4) 9/5/2017 - Calf / Cow Cattle Operation - Investment Related - Farm in Dry Ridge, Ky. - Other-Business Owner - Started 08/23/2017 - 1 Hour Per Month During Securities Trading. (5) 03/18/2019 - 7620 Dixie Highway, LLC - Non-Investment related - At reported business location(s) - Real Estate Rental - start date:02/28/2019 - 1 hr/mo - 0 hrs during trading. (6) 3/3/2020 - 5514 Taylor Mill Rd, LLC - landlord; Owner, Not Investment Related - 1 hr/mo - 0 hrs during trading. (7) 4238 - 4240 Lafayette Court., LLC - Not Investment Related-4238-4240 Lafayette Court Erlanger, KY 41018 - Real estate - Owner - July 26, 2021 - 2hrs/month - 0 hrs during trading. (8) 1189 Taylor Avenue, LLC - Not Investment Related - 1189 Taylor Avenue Bellevue, KY 41073 - Real estate - Owner - July 26, 2021 - 2hrs/month - 0 hrs during trading. (9) 4246-4248 Lafayette Court, LLC - Not Investment Related - 4246-4248 Lafayette Court Erlanger, KY 41018 - Real estate - Owner - July 26, 2021 - 2hrs/month - 0 hrs during trading (10) Ed Bosch, Jr; DBA - Financial Cop; Investment Related; 7620 Dixie Highway, Florence, KY41042; Consultant; Working with Nick Daugherty and will be using DBA - Financial Cop on joint clients; Start 12/10/2020; 10 hr/mo, 10 hr/mo during trading. (11) Bluth Real Estate, LLC - Investment Related - 7620 Dixie Highway, Florence, KY 41042 - Entity Ownership - Entity used for real estate purchases, rental management and sales of real estate - start 4/11/2022 - 2 hrs/mo, 1 hr/mo during trading hours. (12) Capital Hill Investment Group / One Holland - not investment related - 5120 Taylor Mill Road, Taylor Mill, Ky. 41015 - Real Estate - Limited Partner - start date Oct. 31, 2023 - I am only a silent partner/investor into this real estate syndicate/LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-22 |
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