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4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-01-25 |
Branch Locations
2501 W. Beltline Highway, Suite 201, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Madison | WI | 11/2013 | 05/2019 |
| Independent Financial Partners | Madison | WI | 11/2013 | 01/2023 |
| Ifp Securities, Llc | Madison | WI | 05/2019 | 01/2023 |
| Assuredpartners Investment Advisors | Madison | WI | 01/2023 | Present |
(1) 11/27/13-STAFFORD FINANCIAL CONSULTING GROUP, LLC/DBA ONLY/90%/MADISON, WI (2) 11/27/13-EMPLOYEE BENEFITS/CONSULTING- PRESIDENT/CEO/50%/MADISON, WI (3) 11/27/13-LIFE INSURANCE PLACEMENT/ CONSULTING-PRESIDENT/CEO/10%/MADISON, WI (4) 12/02/2013 - REGISTERED INVESTMENT ADVISOR - INDEPENDENT FINANCIAL PARTNERS - ADVISOR WILL SERVE AS AN IAR UNDER THE IFP BD. ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, RETIREMENT PLAN CONSULTING, OR OTHER RELATED CONSULTING - 10% OF TIME SPENT - MADISON, WI
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-19 |
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