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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-09-05 |
Branch Locations
476 Cheney Dr. W., Suite 120, Twin Falls, ID 83301 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Kaysville | UT | 09/2016 | 08/2023 |
| Wells Fargo Clearing Services, Llc | Kaysville | UT | 02/2018 | 08/2023 |
| Wendys | Kaysville | UT | 11/2017 | 12/2017 |
| Ifp Securities, Llc | Tampa | FL | 09/2023 | Present |
| Independent Financial Partners | Tampa | FL | 09/2023 | Present |
(1) First Federal Savings Bank - investment related - 476 Cheney Dr. W., Suite 120 Twin Falls, ID 83301 - DBA - employee - start date 8/21/2023 - 160 hours/month - 160 hours/month during trading - financial advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-10 |
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