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Tampa, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifasi Financial Group, Llc | Tampa | FL | 09/2010 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 01/2017 | 03/2017 |
| Retirement Wealth Advisors | Tampa | FL | 03/2017 | 08/2020 |
| Derek Ifasi | Tampa | FL | 08/2018 | Present |
| Retiresharp Wealth Management, Llc | Tampa | FL | 03/2020 | Present |
(1) IFASI FINANCIAL GROUP, LLC. INVESTMENT RELATED. 17407 BRIDGE HILL CT, SUITE Q, TAMPA, FL 33647. OWNER AND INDEPENDENT INSURANCE AGENT. START DATE 9/2010. 130 HOURS/MONTH, 130 HOURS DURING TRADING. FIXED ANNUITIES, LIFE, HEALTH, ANCILLARY INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-28 |
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