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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-14 |
Branch Locations
50 S 16Th St Suite 1700, Philadelphia, PA 19102 • 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 |
|---|---|---|---|---|
| Realta Investment Advisors, Inc. | Wilmington | DE | 06/2008 | 10/2024 |
| Realta Equities, Inc. | Cincinnati | OH | 03/2010 | 10/2024 |
| Ifp Securities, Llc | Tampa | FL | 10/2024 | Present |
| Independent Financial Partners | Tampa | FL | 10/2024 | Present |
(1) Advance Wealth Solutions: Investment Related. 50 S 16th St Suite 1700 Philadelphia, PA 19102. Financial Advisor. DBA. 160 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-27 |
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