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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-30 |
Branch Locations
52 Old Dock Road, Plattsburgh, NY 12901 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Key Investment Services Llc | Portland | ME | 12/2005 | 03/2020 |
| Ifp Securities Llc | Tampa | FL | 03/2020 | Present |
| Independent Financial Partners | Tampa | FL | 03/2020 | Present |
(1) Organization Information: Valcour Vista LLC - Not investment related - Address: 52 Old Dock Rd, Plattburgh, NY 12901 - Air B-n-B Purpose: Single Family home rented on a short-term basis- Reps role is Co-Owner - Authorized to open any bank account and/or authorize financial transactions of any kind for organization. - 8 hours a month - 2hrs during trading hours. (2) Harbor Wealth Advisors; DBA; Investment Related; 52 Old Dock Rd, Plattsburgh, NY 12901; Owner, Financial services-investments for individuals; I am part of a group that uses Harbor Wealth Advisors as brand name through IFP Securities; start 3/6/20; 1 hr/mo, 1 hr/mo during trading. (3) Specific Solutions Inc - investment related - 475 International Dr Williamsville NY 14221 - fixed insurance - agent - start date Jan. 15, 2025 - 1 hr/mo, 1 hr/mo during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-04 |
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