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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-13 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
101 West Elm Street Suite 340, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Private Bank | Philadelphia | PA | 05/2016 | 11/2024 |
| Independent Financial Partners | Tampa | FL | 11/2024 | Present |
(1) Genco Real Property Company, LLC - not investment related - 705 LAMONT AVE, STATEN ISLAND, NY, 10312 - Rental property company - owner - start date July 5, 2005 - 5 hours/month - I am a 1/3 owner and I keep the company records (2) Renzo A. Cerabino - not investment related - 3707 Falls Circle - I occasionally teach continuing legal education classes. These are not affiliated with my employer. - Consultant - start date Nov. 1, 2010 - 5 hours/month - Teach estate planning related continuing education classes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-03 |
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