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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 | 2021-10-26 |
Branch Locations
492 Osceola Avenue, Jacksonville Beach, FL 32250 • 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 |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 09/2011 | 08/2020 |
| The Koproski Agency | Ponte Vedra Beach | FL | 02/2021 | Present |
| Job Search-Exam Prep | Ponte Vedra Beach | FL | 09/2020 | 01/2021 |
| Ifp Securities Llc | Tampa | FL | 10/2021 | Present |
| Independent Financial Partners | Tampa | FL | 10/2021 | Present |
(1) Goosehead insurance, The Koproski Agency LLC - not investment related - 492 Osceola Avenue, Jacksonville Beach, FL 32250-Insurance Agency owner - Start Date 04/01/2021-30 hrs/month, 20 hrs/month during trading P&C insurance sales (2) Postillion Wealth Management - DBA Name Only - 492 Osceola Avenue, Jacksonville Beach, FL 32250 - start date 10/6/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-05 |
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