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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-05-04 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
6160 South Syracuse Way Suite 310 - Office A, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 12/2003 | 05/2022 |
| Schwab Private Client Investment Advisory, Inc. | Lone Tree | CO | 09/2013 | 05/2022 |
| Independent Financial Partners | Tampa | FL | 05/2022 | Present |
| Ifp Securities Llc | Tampa | FL | 05/2022 | Present |
(1) Pine Tree Wealth Management - Investment Related - 349 Thorn Apple Way, Castle Pines, CO 80108 - DBA Name Only - 180 hrs/mo. start 5/4/2022 (2) Pine Tree Wealth Management LLC - Investment Related - Entity Ownership - Owner - 349 Thorn Apple Way, Castle Pines, CO 80108 - start 9/26/2022 - 4 hrs/month 2 hrs/month during trading - Financial management of personal financial situation as 100% owner and sole employee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-11 |
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