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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 | 2013-10-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Jacksonville | FL | 08/2012 | 05/2019 |
| Independent Financial Partners | Jacksonville | FL | 10/2013 | Present |
| Ifp Securities, Llc | Jacksonville | FL | 05/2019 | Present |
1. 3/13/2014: PERFORMANCE WEALTH - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE DBA - TIME SPENT 50% - 100% OWNER OF A SINGLE MEMBER LLC THAT'S TAX FILING STATUS IS A SOLE PROP. 2. 2/28/2015: PERFORMANCE WEALTH - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA - STARTED 08/01/2012 - 150 HOURS PER MONTH DURING SECURITIES TRADING. 3. 10/25/2022: Fixed Insurance - Charles Woodward Agent - Investment Related - 135 Jenkins Street, Suite 105B-212, St. Augustine, FL 32086 - Sales and service of fixed insurance products- Life, Fixed/Indexed Annuities, DII, LTC through various carriers. 10 hrs/mo, 10 hrs/mo during trading hours. 4. 7/25/2023 - Performance Wealth LLC - investment related - 85087 Christian Way, #418 Yulee, FL 32097 - Fixed Insurance - Consultant - start date 7/17/2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-09 |
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