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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Woodstock | GA | 05/2014 | 05/2019 |
| Independent Financial Partners | Woodstock | GA | 08/2017 | Present |
| Ifp Securities, Llc | Woodstock | GA | 05/2019 | Present |
1. 04/12/2017 HORIZON PLANNING GROUP/ DBA FOR IFP BUSINESS (ENTITY FOR IFP BUSINESS)/ 0%/ WOODSTOCK, GA 2. 9/7/2017 Independent Financial Partners Investment related At reported business location(s) Registered Investment Advisor Hybrid 120 Hours Per Month I provide investment advisory services through Independent Financial Partners, an independent investment advisor firm. I started this business activity in 4/2017. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 3. 9/28/2017 Horizon Planning Group Investment Related At Reported Business Location(s) Registered Investment Advisor DBA IAR Started 09/21/2017 140 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-02 |
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