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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Partners | Tampa | FL | 04/2014 | Present |
| Callesen Wealth Management | Manistee | MI | 04/2014 | Present |
(1) Michigan Traditional Bowhunters - not investment related - PO Box 22 Brethren MI 49619 - A group to promote the camaraderie of traditional bowhunters and protect the Michigan archery season - board member - start date 1/1/2023 - 5 hours/month - Create meeting agendas and assign responsibilities to board members to coordinate events and other activities. Assist managing events put on by the board. (2) Compton Traditional Bowhunters - not investment related - 1907 Katherine Ct. Mahomet, IL 61853 - A national organization devoted to promoting traditional archery, its equipment, and its ideals by educating, preserving, and advancing the public's awareness of traditional archery - board member - start date 4/1/2023 - 10 hours/month - Create meeting agendas and assign responsibilities to board members to coordinate events and other activities. Assist managing events put on by the board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-30 |
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