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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-03 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
7170 W Camino San Xavier Suite D118, Glendale, AZ 85308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Peoria | AZ | 08/2005 | 04/2021 |
| Wells Fargo Advisors Llc | Peoria | AZ | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Peoria | AZ | 11/2016 | 04/2021 |
| Ifp Securities, Llc | Tampa | FL | 08/2025 | Present |
| Unemployed | Surprise | AZ | 04/2021 | 07/2025 |
(1) Cogent Wealth Management - investment related - 7170 W Camino San Xavier D118 - DBA Wealth management - employee - start date Aug 4, 2025 - 80 hours/month during trading - Business development and client services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-13 |
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