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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-02-21 |
Branch Locations
12400 Bittersweet Commons Blvd W, Granger, IN 46530 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dietz Nexstage Financial Management, Llc | South Bend | IN | 05/2018 | 02/2023 |
| Dietz Nexstage Financial Management, Llc | South Bend | IN | 05/2017 | 04/2018 |
| Full-Time Education | Saint Leo | FL | 08/2016 | 05/2018 |
| Lpl Financial | South Bend | IN | 02/2023 | 01/2025 |
| Valmark Securities, Inc | South Bend | IN | 04/2022 | 01/2023 |
| Mariner Independent Advisor Network, Llc | Sacramento | CA | 02/2023 | 01/2025 |
| Ifp Securities, Llc | Tampa | FL | 02/2025 | Present |
| Independent Financial Partners | Tampa | FL | 02/2025 | Present |
(1) Generations Wealth Advisors - investment related - 12400 Bittersweet Commons Blvd W, Granger IN 46530 - DBA: Financial Planning and Investment Services - employee - start date 2/21/2025 - 160 hours/month during trading - DBA (2) Jackson's on Main – not investment related – 130 S. Main St., Elkhart, IN 46516 – cigar bar and lounge – owner – start date Apr 1, 2026 – 2 hours/month (2 during trading hours) – ownership interest with no day-to-day responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-14 |
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