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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-12-03 |
Branch Locations
2257 Harrodsburg Road, Lexington, KY 40504 • 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 |
|---|---|---|---|---|
| Strategic Wealth Designers Llc | Louisville | KY | 04/2022 | 02/2024 |
| Total Quality Logistics | Lousiville | KY | 01/2021 | 04/2022 |
| Advanced Pain Intervention | Rockford | IL | 07/2017 | 01/2021 |
| Carpetland Usa | Rockford | IL | 07/2020 | 08/2021 |
| Greenfire Restaurant And Bakery | Rockford | IL | 03/2021 | 08/2021 |
| Fairhaven Senior Services | Whitewater | WI | 08/2019 | 12/2019 |
| Student | Rockford | IL | 01/2013 | 12/2022 |
| J. Hagan Capital | Louisville | KY | 02/2024 | 11/2025 |
| Independent Financial Partners, Llc | Tampa | FL | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-07 |
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