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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-30 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
8181 W. Broward Boulevard Suite 370, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Newark | DE | 06/2014 | 12/2016 |
| Jpmorgan Chase Bank Na | Newark | DE | 05/2014 | 12/2016 |
| Santander Bank, Na | Villanova | PA | 12/2016 | 09/2020 |
| Santander Securities, Llc | Dorchester | MA | 12/2016 | 09/2020 |
| Market America | Greensboro | NC | 01/2013 | 02/2025 |
| Cetera Advisor Networks Llc | El Segundo | CA | 05/2022 | 02/2025 |
| Cetera Advisors Llc | Greenwood Village | CO | 05/2022 | 02/2025 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2022 | 02/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2022 | 02/2025 |
| First Allied Securities, Inc. | San Diego | CA | 05/2022 | 09/2022 |
| Unemployed | Farmingdale | NJ | 09/2020 | 05/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 02/2025 |
| Ifp Securities, Llc | Tampa | FL | 02/2024 | Present |
| Independent Financial Partners | Tampa | FL | 02/2025 | Present |
(1) Market America - not investment related - 1302 pleasant ridge rd. Greensboro NC - agent - start date May 1, 2014 - 20 hours/month - affiliate optional sales of health and wellness products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-12 |
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