Joseph Scott Stonelake

Current Employers

Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-04-04

FL RA
APPROVED

Since 2024-04-04

Branch Locations

2770 Indian River Blvd. 400C, Tampa, FL 32960 • United States

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Boca Raton	FL	04/2001	03/2024
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	03/2024
Ifp Securities, Llc	Tampa	FL	04/2024	Present
Independent Financial Partners	Tampa	FL	04/2024	Present

04/2001 → 03/2024

Fidelity Investments

Boca Raton, FL
07/2018 → 03/2024

Fidelity Personal And Workplace Advisors

Boston, MA
04/2024 → Present

Ifp Securities, Llc

Tampa, FL
04/2024 → Present

Independent Financial Partners

Tampa, FL

Previous Registrations

2018-07-13 → 2024-04-03

Fidelity Personal And Workplace Advisors

Boston, MA
2001-11-27 → 2018-07-13

Strategic Advisers Llc

Palm Beach, FL

West Palm Beach, FL

Vero Beach, FL

Other Businesses

(1) Stonelake Wealth Management - investment related - 10981 SW Dunhill Ct - DBA - owner - start date 4/1/2024 - 200 hours/month - 120 hours/month during trading - DBA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-09-24
S63	Uniform Securities Agent State Law Examination	1999-07-20

S66 Uniform Combined State Law Examination

2001-09-24
S63 Uniform Securities Agent State Law Examination

1999-07-20

View on SEC IAPD