Daniel Robert Marlborough

$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	2025-01-01

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Lauderdale	FL	10/2011	10/2018
Bank Of America, N.A.	Fort Lauderdale	FL	02/2012	10/2018
Fidelity Brokerage Services Llc	Ft. Lauderdale	FL	10/2018	06/2024
Ifp Securities, Llc	Tampa	FL	07/2024	Present
Independent Financial Partners	Tampa	FL	07/2024	Present

10/2011 → 10/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Lauderdale, FL
02/2012 → 10/2018

Bank Of America, N.A.

Fort Lauderdale, FL
10/2018 → 06/2024

Fidelity Brokerage Services Llc

Ft. Lauderdale, FL
07/2024 → Present

Ifp Securities, Llc

Tampa, FL
07/2024 → Present

Independent Financial Partners

Tampa, FL

2018-12-10 → 2024-06-26

Fidelity Personal And Workplace Advisors

Ft. Lauderdale, FL
2012-01-31 → 2018-10-22

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Lauderdale, FL

Palm Beach Gardens, FL

Jupiter, FL

Coral Springs, FL

Plantation, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-01-27