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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-10-25 |
| KY | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-12 |
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