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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 | 2010-01-11 |
Branch Locations
1325 South International Parkway Suite 2221, Lake Mary, FL 32746 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rental Property | Orlando | FL | 10/2005 | Present |
| Divorcedirection, Llc | Lake Mary | FL | 04/2009 | Present |
| Lpl Financial Llc | Lake Mary | FL | 01/2010 | 05/2017 |
| Independent Financial Partners | Lake Mary | FL | 09/2012 | Present |
(1) 01/05/2010: No Business Name - Investment Related - 1325 South International Pkwy suite 2221, Lake Mary, FL 32776 - Real Estate Rental - OFFICE CONDO. (2) 7/7/2011: No Business Name - Investment Related - 1325 South International Pkwy suite 2221 Lake Mary, FL 32776 - Real Estate Rental - Time Spent 5% - OIffice condo - Have tenants who share office space and are not in the securities industry and have individual locks on their doors as do I and I do not share fax or copy or printers. (3) 9/10/2012: Independent Financial Partners - DBA: (Hybrid) S.D. Martin Financial Services, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 78%. (4) 2/23/018; Finishing Big; Not Investment Related; 1325 S. International Parkway, Ste 2221, Lake Mary, FL 32746; Certified Exit Planner - Exit planner and preliminary valuations and business exit readiness analysis; 50 hrs/month and 0 during trading hours. (5) Lake Mary Professional Campus Condominium Association, Inc; Not Investment Related; 2180 W SR 434, Ste 5000, Longwood, FL; Board Member for office condo association; Making decisions about office condominium campus regarding upkeep and such; Start 10/28/20; 1 hr/mo, 1 hr/mo during trading. (6.). SC Martin Financial Services, Inc. Fixed Life Insurance - Life Insurance, LTC, DII - Agent; Investment Related; 1325 S. International Parkway, Suite 2221, Lake Mary, FL 32746; 2 hrs/mo during trading hours; Start date May 12, 2022
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-07-03 |
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