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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-08-06 |
Branch Locations
1228 E. Washington Ave, Madison, WI 53703 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifp Securities, Llc | Chicago | IL | 05/2019 | Present |
| Renaissance Research | Chicago | IL | 07/2015 | 12/2018 |
| C And R Mortgage | Chicago | IL | 12/2018 | Present |
| Independent Financial Partners | Tampa | FL | 12/2019 | Present |
| Canary Wealth Strategies | Madison | WI | 05/2019 | Present |
(1) C and R Mortgage; investment related; 7788 N. Milwaukee Ave, Niles, IL; start 12/20/18; Mortgage Loan Originator; 10 % of time spent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-29 |
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