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Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2019-10-25
KY RA APPROVED 2019-10-25
  • IN RA
    APPROVED
    Since 2019-10-25
  • KY RA
    APPROVED
    Since 2019-10-25

Branch Locations

112 E 12Th Street, Jeffersonville, IN 47130 • United States

9700 Bunsen Parkway, Louuisville, KY 40299 • United States

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Louisville KY 04/2014 10/2019
Ifp Securities, Llc Tampa FL 10/2019 Present
Independent Financial Partners Tampa FL 10/2019 Present
Previous Registrations
  • 2014-04-28 → 2019-11-07
    Louisville, KY
    Clarksville, IN
  • 2006-09-27 → 2014-05-02
    New Albany, IN
    Louisville, KY
    Louisville, KY
    Louisville, KY
    Louisville, KY
    Louisville, KY
    Louisville, KY
    Jeffersonville, IN
    Sellersburg, IN
    Clarksville, IN
    New Albany, IN
    New Albany, IN
    Clarksville, IN
    Louisville, KY
    Louisville, KY
    Louisville, KY
    Louisville, KY
    Louisville, KY
    Louisville, KY
    Louisville, KY
    Louisville, KY
Other Businesses

(1) Financial Educators Network - not investment related - 9700 Bunsen Pkwy - Teaching adult financial education courses using FMT Solutions under the name of Financial Educators Network - Agent - start date Oct. 1, 2014 - 6 hours/month - Teaching adult financial education courses using FMT Solutions under the name of Financial Educators Network (2) Lifetime Wealth Strategies - DBA; Investment Related; 9700 Bunsen Pkwy; Louisville, KY 40299; All securities based offerings as well as life insurance, long term care insurance and disability insurance. (3) College For Financial Planning at Kaplan; Not investment related; 9000 E. Nichols Ave, #200, Centennial, CO 80112; Employee; In the process of becoming an approved teacher for the CFP certificate Financial Planning course produced by the College of Financial Planning at Kaplan and taught locally at Bellarmine University. I will be paid per class start out as an instructor for one course; Start 11/6/2020; 36 hrs/mo. (4) Covenant Life Church - not investment related - 2326 Veterans Pkwy. Jeffersonville, IN 47130 - Church - Board Member - start date Oct. 4, 2024 - 4 hours/month - 1 hour/month during trading - part of oversight board to help with high level vision planning and general oversight of the operations of the church. (4) Lifetime Wealth Strategies - not investment related - 9700 Bunsen Pkwy - DBA - owner - start date Jan. 31, 2025 - 160 hours/month during trading - DBA only (5)Hurst Real Estate LLC - not investment related - 100 E. 12th St. Jeffersonville, IN 47130 - Real Estate - General Partner - start date 11/6/2025 - minority owner in the real estate entity that both Dishion & Hurst CPAs & Lifetime Wealth Strategies operates out of. (6) Dishion & Hurst CPAs LLC - not investment related - 100 E. 12th St. Jeffersonville, IN 47130 - tax services - general partner - start date 11/6/2025 - 1 hour/month during trading - This is a tax and accounting practice that I will own 9.8% of along with my Lifetime Wealth Strategies business partners Adam Coop, Evan Thurmond and Scott Sells and the two CPAs Dishion and Hurst who will combine own 60.8% of the business. We will not have an active role in the day to day management of the business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-12
  • S66 Uniform Combined State Law Examination
    2006-09-12
Designations

View on SEC IAPD

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