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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2018-12-14 |
Branch Locations
2415 E Camelback Rd. Suite 700, Phoenix, AZ 85016 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Partners | Tampa | FL | 11/2018 | Present |
| First Western Trust | Phoenix | AZ | 02/2016 | 09/2018 |
(1) ESPN Fantasy Basketball – not investment related – 3424 N. 49th St. – fantasy basketball league – volunteer commissioner – start date Oct 1, 2019 – 4 hours/month – serves as commissioner and coordinates and administers the fantasy basketball league
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-16 |
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