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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 | 2016-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Edmond | OK | 07/2016 | 05/2019 |
| Independent Financial Partners | Edmond | OK | 07/2016 | Present |
| Ifp Securities, Llc | Edmond | OK | 05/2019 | Present |
(1) 10/10/2017: LIFEMORE Financial Group - Investment Related - At Reported Business Location(s) - Registered Representative for Brokerage and Investment Adviser Representative for Advisory business - DBA for securities, advisory and insurance - Started 10/02/2017 - 160 Hours Per Month/130 Hours During Securities Trading. (2) 10/25/2017: IFP Insurance Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/11/2017 - 10 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1980-04-24 |
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