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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2025-06-16 |
Branch Locations
2603 Camino Ramon Suite 200, San Ramon, CA 94583 • United States
685 S Washington Street, Afton, WY 83110 • 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 |
|---|---|---|---|---|
| Fidelity Investments Institutional Services Company, Inc. | Salt Lake City | UT | 09/1995 | 04/2019 |
| Strategic Advisors Inc | Salt Lake City | UT | 03/2004 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2019 |
| Crow Creek Wealth, Llc | San Ramon | CA | 04/2019 | Present |
| Independent Financial Partners | Tampa | FL | 06/2025 | Present |
(1) Crow Creek Ventures, LLC - not investment related - PO Box 708 - Buy and sell construction and farm equipment - owner - start date Apr 1, 2025 - 5 hours/month - Buy and sell construction and farm equipment (2) row Creek Wealth, LLC - investment related - PO Box 708 - DBA- Advisory services - owner - start date Apr 1, 2018 - 120 hours/month during trading - Overall portfolio management, trading, financial planning with clients and their family members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-03 |
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