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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 | 2026-07-16 |
Branch Locations
8181 W. Broward Boulevard Suite 370, Plantation, FL 33324 • 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 |
|---|---|---|---|---|
| American Israel Public Affairs Committee (Aipac) | Plantation | FL | 09/2014 | 08/2022 |
| Ifp Securities, Llc | Tampa | FL | 10/2022 | 04/2023 |
| Ifp Securities, Llc | Tampa | FL | 04/2023 | Present |
| Independent Financial Partners | Tampa | FL | 04/2023 | Present |
(1) Six Months and a Day; not investment related; 4305 Diamond Row, Weston FL 33331; owner; start date 2/9/2023; 8 hours/month; Overseeing the technology and audit trail platform. (2) Clear Advice Business, LLC; not investment related; 6240 NW 21st Court, Boca Raton FL 33496; Business Exit Strategies; employee; start date 2/9/2023; 5 hours/month; client relationship management (3) Joshua Donner, PLLC; not investment related; 4305 Diamond Row, Weston FL 33331;Real Estate; owner; start date 2/24/2023; 5 hours/month; Real Estate Sales Associate (4) Clear Advice Financial; investment related; 1200 N Federal Hwy #200 Boca Raton, FL 33432; DBA; employee; start date 10/3/2022; 60 hours/month; 60 hours/month during trading; financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
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