Nicholas Joseph Purgason

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

Authority	Category	Status	Date
TX	RA	APPROVED	2018-09-17

TX RA
APPROVED

Since 2018-09-17

Branch Locations

Arlington, TX • 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
Independent Financial Partners	San Antonio	TX	06/2018	Present
Grand Prairie Isd	Grand Prairie	TX	06/2014	Present

06/2018 → Present

Independent Financial Partners

San Antonio, TX
06/2014 → Present

Grand Prairie Isd

Grand Prairie, TX

Other Businesses

(1) Grand Prairie Independent School District - not investment related - 2602 S Belt Line Rd, Grand Prairie, TX 75052 - education - Employee - start date - Aug. 1, 2023 - 200 hours/month - 110 hours/month during trading - asst principal

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-09-15

S65 Uniform Investment Adviser Law Examination

2018-09-15

View on SEC IAPD