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Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2019-01-01
  • IA RA
    APPROVED
    Since 2019-01-01

Branch Locations

12035 University Avenue Ste 100, Clive, IA 50325 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc West Des Moines IA 06/2018 05/2019
Kidder Benefits Consultants West Des Moines IA 01/2013 06/2018
Independent Financial Partners Tampa FL 06/2018 Present
Ifp Securities, Llc Tampa FL 05/2019 Present
Kidder Advisers, Inc Clive IA 11/2018 Present
Fuerza Financial, Inc Dba The Kidder Company Clive IA 11/2018 Present
  • 06/2018 → 05/2019
    Lpl Financial, Llc
    West Des Moines, IA
  • 01/2013 → 06/2018
    Kidder Benefits Consultants
    West Des Moines, IA
  • 06/2018 → Present
    Tampa, FL
  • 05/2019 → Present
    Ifp Securities, Llc
    Tampa, FL
  • 11/2018 → Present
    Kidder Advisers, Inc
    Clive, IA
  • 11/2018 → Present
    Fuerza Financial, Inc Dba The Kidder Company
    Clive, IA
Other Businesses

(1) 11/21/2018- Independent Financial Partners - DBA: (Hybrid) Kidder Advisers, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 02/14/2011 - 100 Hours Per Month/90 Hours During Securities Trading. 2) 11/21/2018 - Kidder Advisers, Inc. - Investment Related - At Reported Business Location(s) - DBA - Start Date: 11/21/2018 - 50 hours per month/30 hours during trading. (3) 11/21/2018 - Kidder Advisers, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 02/14/2011 - 10 Hours Per Month/5 Hours During Securities Trading. (4) 11/21/2018 - Fuerza Financial, Inc. - DBA: The Kidder Company- Non-Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/21/2018 - 20 Hours Per Month/2 Hours During Securities Trading - I provide qualified and non-qualified plan design, business solution planning, participant education, non-variable and non-security deferred compensation, life insurance, fixed annuities and disability insurance. Utilize Ask Kidder branding. Fuerza Financial Inc., I started this business activity in 11/2018. The firm is separate from and independent of IFP, IFP Advisers and IFP Securities. (5) 11/21/2018 - Fuerza Financial, Inc. - Non -Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/21/2018 - 10 Hours Per Month/1 Hours During Securities Trading. Utilize Ask Kidder branding. The firm is separate from and independent of IFP, IFP Advisers and IFP Securities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-31
S63 Uniform Securities Agent State Law Examination 2018-09-06
  • S65 Uniform Investment Adviser Law Examination
    2018-12-31
  • S63 Uniform Securities Agent State Law Examination
    2018-09-06

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