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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Edmond | OK | 07/2016 | 05/2019 |
| Independent Financial Partners | Edmond | OK | 08/2018 | Present |
| Ifp Securities, Llc | Edmond | OK | 05/2019 | Present |
(1) 07/21/2016 - Fixed Insurance Agent, Health, DI - Edmond, OK (2) 07/21/2016 - Lifemore FINANCIAL GROUP/ Start 10/2/2017, 160 hrs per month, 130 during securities trading/ 100%/ EDMOND, OK (3) Faith Bible Church; Non Profit 501(c)(3); 600 N Coltrane, Edmond, OK 73034; Independent Bible Church; Board Member - Elder Board; Start 5/7/17; 6 hrs/mo, 1 hrs/mo during trading. (4) Faith Bible Church; Non Profit 501(c)(3); 600 N Coltrane, Edmond, OK 73034; Independent Bible Church; Board Member; Start 1/10/22; 10 hrs/mo, 1 hrs/mo during trading; board oversight, ministry model, doctrinal policy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-12 |
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