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Independent Financial Partners CRD 125112
$16.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Tampa | FL | 03/2013 | 03/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Tampa | FL | 03/2013 | 03/2018 |
| Independent Financial Partners | Tampa | FL | 03/2018 | Present |
1) DBA - Wealth Advisors Who Care; 2934 Landing Way, Palm Harbor, FL 34684; investment related; investment advisor. 2) Fixed Insurance; Agent selling and servicing fixed/indexed annuities, life insurance, LTC. 2934 Landing Way, Palm Harbor, FL 34684; Investment Related Start: 5/24/2022; 15 hrs/mo, 3 hrs/mo during trading. 3) Cabin Legacy, LLC - not investment related; 82 Modal Ln, Ellijay, GA 30540; real estate; owner; start date 2/17/2023; 8 hours/month; Joint Owners with spouse Debra Brown-Adamo. We host along with hired co-host a Short Term Rental Cabin in Ellijay, GA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-08 |
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