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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 | 2025-01-27 |
Branch Locations
139 Pebble Beach Blvd, Sun City Center, Fl 33573, FL 33573 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Niagara International Capital Limited | Sun City Center | FL | 05/2017 | 05/2017 |
| Unemployed | Tampa | FL | 01/2017 | 05/2017 |
| Moors & Cabot, Inc. | Sarasota | FL | 06/2017 | 07/2017 |
| Raymond James & Associates, Inc. | Sun City Center | FL | 05/2014 | 01/2017 |
| Wealthsource Partners, Llc | Sun City Center | FL | 07/2017 | 09/2019 |
| Independent Financial Partners | Tampa | FL | 09/2019 | Present |
1) Mary and Martha House; not investment related; 1009 1st Street SW, Ruskin, FL 33570; Battered Women's shelter; Member of the Board of Directors; December 5, 2011 start date; 4 hours/month; 0 hours/month during securities trading hours; Board of Directors duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 2006-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-21 |
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