Thomas Davis Talmage Iii

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars
NON-DISCRETIONARY INVESTMENT ADVICE

From the firm’s Form ADV. Read the guides:

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	2011-10-03

FL RA
APPROVED

Since 2011-10-03

Branch Locations

Mt. Dora, FL • 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
Lpl Financial, Llc	Eustis	FL	09/2009	05/2019
Talmage Financial Group	Tavares	FL	01/2012	Present
Independent Financial Partners	Eustis	FL	09/2011	Present
Ifp Securities, Llc	Eustis	FL	05/2019	Present

09/2009 → 05/2019

Lpl Financial, Llc

Eustis, FL
01/2012 → Present

Talmage Financial Group

Tavares, FL
09/2011 → Present

Independent Financial Partners

Eustis, FL
05/2019 → Present

Ifp Securities, Llc

Eustis, FL

Previous Registrations

2011-09-07 → 2011-12-21

Lpl Financial Llc

San Diego, CA

Eustis, FL

Other Businesses

(1) 09/28/2011: INDEPENDENT FINANCIAL PARTNERS - DBA: (HYBRID) INDEPENDENT FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - Time Spent 50%. (2) Encompass Wealth Management - investment related - 40565 East 3rd Avenue - DBA - Owner - start date Sept. 3, 2024 - 120 hours a month - 120 hours/month during trading - advisory services (3) 11/25/2016: - Lassiter Ware, Inc. - Investment Related - 1317 Citizens Blvd., Leesburg, FL 34748 - Property and Casualty - Started 11/15/2016 - 60 Hours Per Month/3 Hours During Securities Trading. (4) Encompass Consulting - investment related - 40565 East 3rd Avenue Umatilla, FL 32784 - DBA - Owner - start date Sept. 3, 2024 - 40 hours a month - 40 hours/month during trading - CEPA work with Business Owner clients. Exit Planning, Estate Planning, Cash Flow Planning, Retirement planning. Assisting clients on preparing to exit the business. Have aligned strategic partners (Marketing, Fraction, Attorney, CPA, etc.) to assist clients of areas where expertise is needed

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2014-01-16
S65	Uniform Investment Adviser Law Examination	2011-09-01

S63 Uniform Securities Agent State Law Examination

2014-01-16
S65 Uniform Investment Adviser Law Examination

2011-09-01

Other Names

Thomas Talmage
Thomas Davis Talmage

View on SEC IAPD