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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 | 2019-07-15 |
Branch Locations
492 Osceola Ave, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Jacksonville Beach | FL | 09/2009 | 06/2019 |
| Ifp Securities, Llc | Tampa | FL | 07/2019 | Present |
| Independent Financial Partners | Tampa | FL | 07/2019 | Present |
(1) Postillion Wealth Management, LLC; DBA Name; Securities, Annuities, Fixed, Variable Insurance; 492 Osceola Avenue, Jacksonville Beach, FL 32250; Owner; Investment Management; Start 12/1/2009; 160 hrs/mo, 160 hrs/mo during trading. (2) Postillion Insurance Services, LLC; Fixed Insurance; Investment Related; 492 Osceola Ave, Jacksonville Beach, FL 32250; Owner; Producing Agent; Start 1/1/2020; 10 hrs/mo, 5 hrs/mo during trading. (3) Postillion Financial Services LLC; Investment Related - LLC currently not being used, Owner, 492 Osceola Avenue, Jacksonville Beach, FL 32250- Start date 2/19/2019 0 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-07 |
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