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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services | St Petersburg | FL | 06/2015 | 11/2016 |
| Global Financial Private Capital Llc | Sarasota | FL | 11/2016 | 04/2019 |
| Gf Investment Services, Llc | Sarasota | FL | 11/2016 | 04/2019 |
| Newport Group, Inc. | Walnut Creek | CA | 07/2019 | 07/2020 |
| Newport Group Securities, Inc. | Lake Mary | FL | 07/2019 | 03/2021 |
| Newport Group Consulting, Llc | Lake Mary | FL | 07/2019 | 01/2020 |
| Assetmark | Sarasota | FL | 04/2019 | 07/2019 |
| Newport Group Consulting, Llc | Lake Mary | FL | 01/2020 | 07/2020 |
| Newport Group Consulting, Llc | Lake Mary | FL | 07/2020 | 12/2022 |
| Newport Group, Inc. | Lake Mary | FL | 07/2020 | 12/2022 |
| Newport Group Securities, Inc | Lake Mary | FL | 03/2021 | 09/2021 |
| Newport Group Securities, Inc. | Lake Mary | FL | 09/2021 | 12/2022 |
| Provisional Compliance Solutions | Pinellas Park | FL | 01/2023 | Present |
| Csenge Advisory Group | Clearwater | FL | 06/2023 | Present |
| Lion Street Financial | Clearwater | FL | 07/2023 | 02/2024 |
| Ifp Securities, Llc | Tampa | FL | 11/2025 | Present |
| Independent Financial Partners | Tampa | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-13 |
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