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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 | 2019-10-10 |
Branch Locations
492 Osceola Ave, 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 Command Financial Planning Inc | Fort Worth | TX | 11/2005 | 06/2019 |
| First Command Financial Services, Inc | Fort Worth | TX | 05/2006 | 06/2019 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 05/2019 |
| Ifp Securities, Llc | Tampa | FL | 07/2019 | Present |
| Independent Financial Partners | Tampa | FL | 07/2019 | Present |
(1) Postillion Wealth Management - DBA Name only - 492 Osceola Avenue, Jacksonville Beach, FL start date 10/15/2020 (2) JTR Financial LLC - not investment related - 492 Osceola Ave, Jacksonville Beach, FL 32250 - Flow through S corp for wealth planning business - owner - start date 1/4/2021 - zero hours devoted- not currently operational
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-28 |
| S65 | Uniform Investment Adviser Law Examination | 2006-05-25 |
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