Best Investors
Account
Sign in
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 | 2024-11-15 |
Branch Locations
5901 Sw 74Th St Suite 303, Coral Gables, FL 33143 • United States
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | West Palm Beach | FL | 12/2013 | 07/2021 |
| Charles Schwab Bank | West Palm Beach | FL | 12/2013 | 07/2021 |
| Citizens Securities Inc. | West Palm Beach | FL | 07/2021 | 03/2022 |
| Valley Wealth Managers | West Palm Beach | FL | 03/2022 | 02/2024 |
| Steelpeak Wealth, Llc | Surfside | FL | 02/2024 | 08/2024 |
| Dawgawnit Llc | Miami | FL | 04/2021 | Present |
(1) Chris Callaway - Not investment related - 9232 Dickens Ave Surfside, FL 33154 - Marine services - Boat Captain - Owner - February 5th, 2026 - 10 hours/month - zero hours during trading hours - Marine Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-18 |
Reach out to this advisor