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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-07-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Shavano Park | TX | 07/2012 | 10/2018 |
| Independent Financial Partners | Shavano Park | TX | 07/2012 | Present |
| Ifp Securities, Llc | San Antonio | TX | 05/2019 | Present |
(1) 04/05/2016 * Exmet Partners * Business Entity For Tax/Investment Purposes Only * NOT INV REL * 4079 De Zavala Rd, San Antonio, TX 78249 * START 04/15/2007 * Where we pay our office expenses from. Revenue comes in the form of invoices from all Reps. * 7 HRS/MO; 3 HRS/MO DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-07 |
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