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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2012-11-08 |
Branch Locations
3020 N Cypress St Suite 115, Wichita, KS 67226 • 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 Llc | Great Bend | KS | 11/2012 | 05/2019 |
| Independent Financial Partners | Great Bend | KS | 11/2012 | Present |
| Ifp Securities, Llc | Great Bend | KS | 05/2019 | Present |
1. 08/10/2015 - HISS FAMILY PARTNERSHIP LLC - INV REL - 308 SUNSET ROAD, GREAT BEND, KS 67530 - REAL ESTATE RENTAL - START 08/04/2015 - 2 HOURS PER MONTH, 0 DURING TRADING - RENTAL FARM GROUND 2. 08/17/2015 - TOWNSITE DEVELOPMENT OF GREAT BEND LLC - INV REL - 308 SUNSET ROAD, GREAT BEND, KS 67530 (MY HOME ADDRESS) - REAL ESTATE RENTAL - START 03/07/2014 - 3 HOURS PER MONTH, 0 DURING TRADING - I RECEIVE RENTAL INCOME FROM 3 RESIDENTIAL HOMES I OWN AND 1 office location in Great Bend, KS I RENT OUT. NO EMPLOYEES. Income/year $10,000.00 3. 10/20/2015: Hiss Sherman Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 06/30/2015 - 2 Hours Per Month During Securities Trading. 4. 01/21/2016 - Tumbleweed Aviation LLC - NOT INV REL - Airport Road, Great Bend, KS 67530 - Business Entity For Tax/Investment Purposes Only - START 06/01/2000 - Owner & Operator of Airplane 5. 5/3/2023 Legacy Financial Solutions, LLC - DBA - investment related - 300 W Douglas, Ste 420, Wichita, KS 67202 - Financial Planning and Investment Services - Agent - start date 5/3/2023 - 160 hours/month - 160 hours/month during trading - Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-22 |
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