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Matthew D Stanley

Independent Financial Partners

Tampa, FL

Wexford, PA

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Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-01
  • PA RA
    APPROVED
    Since 2024-05-01

Branch Locations

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

6031 Wallace Road Ext Suite 100, Wexford, PA 15090 • 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
OrganizationCityStateFromTo
Mr Financial Group Wexford PA 05/2011 Present
Grove Point Investments, Llc Rockville MD 09/2011 04/2024
Grove Point Advisors, Llc Rockville MD 04/2021 04/2024
Ifp Securities, Llc Tampa FL 05/2024 Present
Independent Financial Partners Tampa FL 05/2024 Present
  • 05/2011 → Present
    Mr Financial Group
    Wexford, PA
  • 09/2011 → 04/2024
    Grove Point Investments, Llc
    Rockville, MD
  • 04/2021 → 04/2024
    Grove Point Advisors, Llc
    Rockville, MD
  • 05/2024 → Present
    Ifp Securities, Llc
    Tampa, FL
  • 05/2024 → Present
    Independent Financial Partners
    Tampa, FL
Previous Registrations
  • 2021-04-01 → 2024-05-03
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
    Wexford, PA
  • 2012-01-04 → 2021-04-01
    Grove Point Investments, Llc
    Wexford, PA
    Wexford, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-20
  • S66 Uniform Combined State Law Examination
    2011-12-20

View on SEC IAPD

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