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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
Branch Locations
869 East 33Rd St, Edmond, OK 73013 • 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 |
|---|---|---|---|---|
| Mml Investors Services Llc | Oklahoma City | OK | 07/2014 | 06/2021 |
| Massmutual Life Insurance Co | Oklahoma City | OK | 07/2014 | 06/2021 |
| Ifp Securiites Llc | Tampa | FL | 06/2021 | Present |
| Independent Finanical Partners | Tampa | FL | 06/2021 | Present |
(1) NAME: JASON PINNEY INV REL: Y ADD: 1300 N WALKER AVE STE 200 OKLAHOMA CITY OK 73103 NATURE: IND LIFE INS, HEALTH INS, GRP LIFE INS, GRP HEALTH INS POSITION: SALES/AGENT START DATE: 7/2014 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 (2) CORNERSTONE PROPERTY & CASUALTY, LLC INV REL: Y ADD: RESIDENTIAL ADD NATURE:IDENTIFY OPPORTUNITIES W/ EXSISTING AND NEW CLIENTS TO ASSIST THEM WITH THEIR P&C NEEDS POSITION: MANAGING MEMBER START DATE:12/01/2020 NO HRS/MO: 5 NO HRS/MO DUR TRADING:5 (3) Lifemore Financial Group; investment related; 869 E. 33rd Street, Edmond, OK 73013; Hybrid RR/IAR & Insurance; General Partner; start date Oct. 19, 2023; 160 hours/month; 160 hours/month during trading; DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-07 |
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