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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-01-17 |
Branch Locations
9700 Bunsen Parkway, Louisville, KY 40299 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Wealth Strategies | Louisville | KY | 02/2022 | Present |
| Ifp Securities, Llc | Tampa | FL | 02/2022 | 12/2023 |
| Kosair Charities | Louisville | KY | 10/2017 | 02/2022 |
| University Of Louisville | Louisville | KY | 08/2014 | 09/2017 |
| Independent Financial Partners | Tampa | FL | 01/2024 | Present |
| Ifp Securities, Llc | Tampa | FL | 01/2024 | Present |
(1) FMT Solutions- Retirement Planning Today - not investment related - 9700 Bunsen Pkwy, Louisville, KY 40233 - Educational course, marketed to those nearing retirement. - Agent - start date Feb. 6, 2025- 16 hours a month - instructing retirement planning courses. (2) Lifetime Wealth Strategies Insurance LLC - not investment related - 9700 Bunsen Parkway, Louisville, KY 40299 - Fixed Insurance - Employee - Start date Sept. 18, 2024 - 6 hours/month - 6 hours/month during trading - selling fixed insurance products to clients who need it (3) Kentucky Pediatric Trust Fund Board - not investment related - 275 East Main Street, HS1WD Frankfort, KY 40621 - Board member for the Pediatric Cancer Research Trust Fund- non partisan board within the department of KY Cabinet for Health and Family Services. Will sit on the board to approve grant requests, and monitor progress of those grants. No financial commitment, no compensation, no party affiliation - Volunteer - start date Feb. 4, 2025 - 1 hour/month - 1 hour/month during trading - Board member for the Pediatric Cancer Research Trust Fund- non partisan board within the department of KY Cabinet for Health and Family Services. Will sit on the board to approve grant requests, and monitor progress of those grants. No financial commitment, no compensation, no party affiliation. Duties will be to share information from pediatric cancer partners in Louisville, encourage increased governmental funding for pediatric cancer research and treatment, and monitor grant process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-14 |
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