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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-01 |
Branch Locations
1455 Frazee Road Suite 500, San Diego, CA 92108 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | San Diego | CA | 11/2010 | 12/2018 |
| Independent Financial Partners | San Diego | CA | 07/2012 | 12/2018 |
| Resources Investment Advisors | Overland Park | KS | 12/2018 | 01/2025 |
| Triad Advisors | Norcross | GA | 01/2019 | 08/2024 |
| Osaic Wealth, Inc. | San Diego | CA | 08/2024 | 01/2025 |
| Ifp Securities, Llc | Tampa | FL | 06/2025 | Present |
| Independent Financial Partners | Tampa | FL | 06/2025 | Present |
| Unemployed | San Diego | CA | 02/2025 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-12 |
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