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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 | 2019-03-27 |
Branch Locations
455 Fairway Drive Ste 220, Deerfield Beach, FL 33441 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Boca Raton | FL | 12/2005 | 05/2019 |
| Independent Financial Partners | Boca Raton | FL | 03/2019 | Present |
| Ifp Securities, Llc | Boca Raton | FL | 05/2019 | Present |
(1) 10/03/2006 * CHADWICK WEALTH MANAGEMENT, INC. * Business Entity For Tax/Investment Purposes Only * inv rel * at reported business location(s) (2) Fixed Insurance - at reported business location(s) - Fixed Insurance - Agent - sales of fixed insurance products (life insurance, fixed/indexed annuities, DII, LTC) products maybe sold through various insurance carriers - Start Date of the OBA - 6/16/2022 - hours during the month - 1 - hours during trading hours in the month - 1 (3) Nole Real Estate Holdings LLC - not investment related - Real Estate - owner - start date 8/7/2023 - 1 hour/month - Rent, buy / sell real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-23 |
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