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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-04-28 |
Branch Locations
3682 Sutton Place P.O. Box 1030, Powell, OH 43065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2015 | 04/2017 |
| Lpl Financial, Llc | Powell | OH | 04/2017 | 05/2019 |
| Independent Financial Partners | Powell | OH | 04/2017 | Present |
| Ifp Securities, Llc | Powell | OH | 05/2019 | Present |
(1) 04/27/2017 - ADVANCED STRATEGIES GROUP, LLC/ DBA /100%/ POWELL, OH (2) 05/03/2017-Advanced Strategies Group, LLC-investment related- At reported business location(s)- Registered Investment Advisor DBA-Licensed ADMIN-start 04/15/2017-Hours per month 160/ Hours during trading 8- Time spent percent 100%. (2) Advanced Strategies Group ; DBA; Investment related; 7540 Sawmill Parkway, Ste E, Powell, OH 43065; Employee; COO/Director of Client Experience & Digital Outreach. Various administrative duties related to client service, including but not limited to making trades in client accounts. Series 66,7 & Variable & LAH insurance licensed in Ohio; Start 4/28/17; 160 hr/mo, 160 hrs/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-23 |
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