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Christopher Stephen Callaway

Independent Financial Partners

Coral Gables, FL

Tampa, FL

CRD 6059705

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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:

Current Employers
Independent Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-15
  • FL RA
    APPROVED
    Since 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

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
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
  • 12/2013 → 07/2021
    West Palm Beach, FL
  • 12/2013 → 07/2021
    Charles Schwab Bank
    West Palm Beach, FL
  • 07/2021 → 03/2022
    West Palm Beach, FL
  • 03/2022 → 02/2024
    Valley Wealth Managers
    West Palm Beach, FL
  • 02/2024 → 08/2024
    Surfside, FL
  • 04/2021 → Present
    Dawgawnit Llc
    Miami, FL
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-18
  • S66 Uniform Combined State Law Examination
    2012-09-18
Designations
  • Certified Financial Planner
Other Names
  • Christopher Callaway
  • Christopher Stephen Callaway

View on SEC IAPD

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