Inactive

Barbara Blank Dugan

Independent Financial Partners

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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	2025-02-27

FL RA
APPROVED

Since 2025-02-27

Branch Locations

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • 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
Provise Management Group, Llc	Clearwater	FL	04/2013	10/2021
Invst, Llc	Tampa	FL	11/2021	01/2025
Independent Financial Partners	Tampa	FL	02/2025	Present

04/2013 → 10/2021

Provise Management Group, Llc

Clearwater, FL
11/2021 → 01/2025

Invst, Llc

Tampa, FL
02/2025 → Present

Independent Financial Partners

Tampa, FL

Previous Registrations

2022-01-07 → 2025-03-07

Invst, Llc

Indianapolis, IN

Tampa, FL
2016-04-27 → 2021-10-25

Provise Management Group, Llc

Clearwater, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-04-04

S65 Uniform Investment Adviser Law Examination

2016-04-04

Other Names

Barbara Anne Blank
Barbara Anne Dugan

View on SEC IAPD

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