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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-20 |
| CA | RA | APPROVED | 2024-12-11 |
Branch Locations
3568 Sagunto Street Ww Po Box 900, Santa Ynez, CA 93460 • 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 |
|---|---|---|---|---|
| Independent Financial Partners | Tampa | FL | 12/2024 | Present |
| Ameritrust Capital Management, Ltd. | Santa Ynez | CA | 01/1998 | Present |
(1) Ameritrust Capital Management Ltd - not investment related - 3568 SAGUNTO STREET, SUITE P, SANTA YNEZ, CA 93460-0900 - DBA - owner - start date Jan. 1, 1998 - 200 hours/month - 163 hours/month during trading - Mark Kavaloski, reviews clients' finances as a whole, then makes an investment plan, "Investment Objective", with each client including investing in stocks, bonds, mutual funds, ETFs, to be diversified according to each client's life and financial standing. Mr. Kavaloski then reviews client accounts on a monthly or quarterly basis to make recommendations of buys/sells on their assets that fits within their overall Investment Objectives.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-31 |
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