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MP

Michael L. Petrus

IFP SECURITIES
Avon Lake, OH
Some features on this profile are disabled
CRD#: 7797382
MP

Professional summary


Michael Lachlan Petrus, who also goes by Michael Petrus, is a registered financial professional currently at IFP SECURITIES, LLC located in Avon Lake, Ohio.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2023. Michael has worked at 2 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Petrus

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michael Lachlan Petrus's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 28, 2025 - Present

IFP SECURITIES, LLC

BD
CRD#: 297287
Avon Lake, OH
Past

September 15, 2023 - July 22, 2025

BRIGHTHOUSE SECURITIES, LLC

BD
CRD#: 285300
CHARLOTTE, NC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(7/28/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 10/9/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/16/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/15/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IS
IFP SECURITIES, LLC
IFP SECURITIES, LLC

CRD#: 297287 / SEC#: , 8-70150

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607
Mailing Address
3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607
Phone number
(813) 341-0960
Established
Delaware since 06/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
IFP GROUP, LLCOWNER
ACHESON, JEFFERY ALLENCHIEF BUSINESS DEVELOPMENT OFFICER706698
GILMAN, AARON LEECHIEF INVESTMENT OFFICER5611425
HAMM, WILLIAM CHRISTOPHERPRESIDENT, CHIEF OPERATING OFFICER5814331
HAMM, WILLIAM EUGENE JRCHIEF EXECUTIVE OFFICER AND CHAIRPERSON OF THE BOARD OF DIRECTORS1227713
JOHNSON, TORIANCHIEF COMPLIANCE OFFICER5363604
MEJIA, OSCAR MIGUELFINOP5569235

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


IFP SECURITIES, LLC

CRD#: 297287Avon Lake, OH

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