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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-01-13 |
Branch Locations
1100 4 Mile Road Nw Suite E, Grand Rapids, MI 49544 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 09/2009 | 01/2017 |
| Bank Of America, N.A. | Grand Rapids | MI | 08/2011 | 01/2017 |
| Lpl Financial Llc | Grand Rapids | MI | 01/2017 | 05/2019 |
| Independent Financial Partners | Grand Rapids | MI | 01/2017 | Present |
| Ifp Securities, Llc | Grand Rapids | MI | 05/2019 | Present |
(1)1/13/17- Inflection Point Wealth Management LLC- Inv. Related- at reported business location(s)- 100%. (2) AK25 Consulting LLC – not investment related – 2350 Belmont Center Drive Northeast, Suite 400, Belmont, MI 49306 – referral and marketing services for third-party tax-strategy providers – owner – start date Aug 7, 2026 – 4 hours/month – passively introduces parties to third-party providers and receives a referral fee when an introduction results in an engagement; no investment advice, securities activities, solicitation, or handling of client funds
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-22 |
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