Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-08 |
Branch Locations
300 Spectrum Center Drive Suite 400, Irvine, CA 92618 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Torrance | CA | 07/2011 | 06/2023 |
| Ifp Securities, Llc | Tampa | FL | 06/2023 | Present |
| Independent Financial Partners | Tampa | FL | 06/2023 | Present |
(1) 66th & Ocean LLC - not investment related - 10 Westgate, Laguna Niguel, CA 92677 - Apartment building - Owner - Limited Partnership - start date 3/1/2013 - 8 hours/month - 0 hours during trading - Property management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-22 |
| S65 | Uniform Investment Adviser Law Examination | 2000-02-07 |
Reach out to this advisor