Mark Donald Verity

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 02/2020
  Pruco Securities, Llc
  Shelton, CT
• 06/2015 → 01/2021
  The Prudential Insurance Company Of America
  Shelton, CT
• 02/2020 → 01/2021
  Prudential Investment Management Services Llc
  Hartford, CT
• 01/2021 → 08/2021
  Unemployed
  Newtown, CT
• 09/2021 → 07/2025
  Equitable Advisors Llc
  New York, NY
• 03/2020 → 11/2020
  Prudential Customer Solutions Llc
  Hartford, CT
• 08/2025 → Present
  Ifp Securities, Llc
  Tampa, FL
• 08/2025 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2021-09-01 → 2025-08-08
  Equitable Advisors, Llc
  Newtown, CT
  Shelton, CT
  North Hampton, NH
  Stamford, CT
• 2020-03-03 → 2020-11-23
  Prudential Select Strategies Llc
  Hartford, CT
• 2015-07-06 → 2020-02-13
  Pruco Securities, Llc.
  Shelton, CT
• 2009-06-08 → 2015-07-13
  Equitable Advisors, Llc
  New York, NY
  Poughkeepsie, NY

Other Businesses

(1) FirstRise Investments - investment related - 60 Long Ridge Rd suite 210, Stamford CT 06905 - DBA - owner - 160 hours/month during trading - DBA

Exams

• S66 Uniform Combined State Law Examination
  2008-01-17

Other Names

• Mark Donald Verity
• Mark David Verity