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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 | 2012-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F/K/A Linsco Private Ledger) | San Antonio | TX | 08/2007 | 05/2019 |
| Independent Financial Partners | San Antonio | TX | 05/2012 | Present |
| Ifp Securities, Llc | Shavano Park | TX | 05/2019 | Present |
(1) 4/23/2010: DBA ONLY - PARTNERS WEALTH MANAGEMENT, WE PROVIDE ADVICE THAT IS FIXED PERCENTAGE BASED ON RETIREMENT PLAN ASSETS. - 50% OF TIME SPENT - SAN ANTONIO, TX.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-11 |
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