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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 | 2016-06-10 |
Branch Locations
3030 N. Rocky Pt. Dr. W. Suite 700, Tampa, FL 33607 • United States
7021 Mccray Dr, Hudson, FL 34667 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Land O'LAkes | FL | 05/2016 | 05/2019 |
| Independent Financial Partners | Tampa | FL | 05/2016 | Present |
(1) Risen Son Financial - DBA; investment related; 4416 Mount Bandon Dr, Land O' Lakes, FL 34638; Fixed Life, Indexed Annuities, Health, Disability or LTC Insurance; Start 12/26/18; 1 hour per week. (2) Divergent Advisors - not investment related - 645 Molly Lane, Suite 150, Woodstock, GA 30189 - Fixed insurance - Agent - start date 4/4/2023 - 2 hrs/month - 2 hrs/month during trading - insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-22 |
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