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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Syracuse | NY | 12/2005 | 02/2020 |
| Key Investment Services Llc | Camillus | NY | 06/2016 | 02/2020 |
| Ifp Securities, Llc | Tampa | FL | 02/2020 | Present |
| Independent Financial Partners | Tampa | FL | 02/2020 | Present |
1)MS & MP Holdings, LLC-Not Investment Related-4613 Setting Sun Terrace, Syracuse, NY 13215-Holding Company for property specifically 101 Knowell RD, Camillus, NY 13031-Owner-3/4/2020-4hrs; 0hrs during trading. 2)Harbor Wealth Advisors CNY, INC-Not Investment Related-101 Knowell Rd, Camillus, NY 13031-S-Corp set up for Financial Services Compensation-Owner-3/4/2020-4hrs; 0hrs during trading 3) Specific Solutions - investment related - 475 International Dr. Williamsville, NY 14221 - fixed life and annuity insurance - Agent - start date Feb. 12, 2024 - 1 hour/month - 1 hour/month during trading - I simply will use Specific Solutions to help process fixed insurance business. 4) Pinnacle - investment related - 12724 Gran Bay Pkwy, Lakeside 1, Ste 150 Jacksonville, FL 32258 - fixed insurance and annuities - agent - start date Feb. 1, 2024 - 1 hour/month - 1 hour/month during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-24 |
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