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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-10-13 |
Branch Locations
800 N. Magnolia Ave Ste 1825, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Orlando | FL | 06/2004 | 05/2019 |
| Independent Financial Partners | Orlando | FL | 07/2010 | Present |
| Ifp Securities, Llc | Orlando | FL | 05/2019 | Present |
(1) 05/30/2019 - Owner/President - oversee sales and service, Not Investment Related - CUELLAR'S SAFE & LOCK COMPANY, INC - Locksmith- 8 E. Vanderbilt Street, Orlando, 32804, FL . - 5 hrs/mo, 5 hrs/mo during trading hours (2) 02/18/2015 - Investment Related- NON-VARIABLE INSURANCE Sales and Service - Agent - TIME SPENT 25 hrs/mo, 25 hrs/mo during trading hours -800 N. Magnolia Avenue, Suite 1825 ORLANDO, FL, 32803 (3) Long Term Concierge, LLC.-Not Investment related-8 E Vanderbilt St, Orlando, FL 32804-Long-term care Concierge/Owner-100% -November 6, 2019-10hrs/ month; 10hrs during trading (4) Fortiv - not investment related - 800 N Magnolia Ave Suite 1825 Orlando, Fl 32803 - DBA - Limited Partner - Start date 8/3/2022 - 160 hours/month - 160 hours/month during trading (5) Destiny Wealth Partners, LLC (Ruggie Wealth) - investment related - 2100 Lake Eustis Dr. Tavares, Fl 32778 - money management - solicitor - start date Feb. 1, 2023 - 3 hours/month - 3 hours/month during trading - Maintain the client relationships, attend meetings. (6) The Pinnacle Group - not investment related - 12724 Gran Bay Parkway, Bldg 1, suite 150, Jacksonville, Fl 32258 - fixed life , long term care insurance and fixed annuity business - agent - start date April 1, 2024 - 40 hours/month - 40 hours/month during trading - Use Pinnacle as a resource and to process all of my Life, long term care insurance and fixed annuity business (7) Moreno Financial Services Inc - not investment related - 800 N Magnolia Ave, Orlando, Fl 32803 - Employee Benefits including health insurance to groups - Solicitor - start date May 22, 2019 - 3 hours/month - 3 hours/month during trading - Lisa Moreno Haramboure is my partner and she runs the Employee Benefits division of the firm. She pays me 25% commission on any clients I refer to her. If they are an existing client, I still manage the relationship and may assist from time to time. I didn't think this was an OBA because it's health insurance business not investments.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-04 |
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