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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-01 |
| KY | RA | APPROVED | 2025-07-01 |
Branch Locations
10375 Park Meadows Dr. Suite 525, Lone Tree, CO 80124 • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 12/2012 | 03/2021 |
| Zega Financial, Llc | West Palm Beach | FL | 03/2021 | 01/2023 |
| Prestige Wealthwide, Llc | Draper | UT | 02/2022 | 02/2023 |
| Ensign Wealth Advisors | Denver | CO | 03/2021 | 06/2022 |
| Fidelity Investments | Denver | CO | 12/2012 | 03/2021 |
| Censifi | Englewood | CO | 03/2023 | Present |
| Ifp Securities, Llc | Tampa | FL | 07/2025 | Present |
| Independent Financial Partners | Tampa | FL | 07/2025 | Present |
(1) RIAID, LLC - investment related - 3383 S Ogden St. Englewood, CO 80113 - technology consulting - owner - start date 7/1/2-25 - 40 hours/month - 10 hours/month during trading - RIAID, LLC operates under the trade name Riasolutions.ai (www.riasolutions.ai) as a single-person technology consulting business providing operational efficiency and technology stack optimization services exclusively to Registered Investment Advisory (RIA) firms. The business operates as an independent technology consultant focused on backend operational improvements and system integrations. (2) Mountain Legacy Family Wealth Partners LLC - investment related - 10375 Park Meadows Dr. Suite 525 Lone Tree, CO 80124 - DBA - employee start date 7/1/2025 - DBA only
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-14 |
| S66 | Uniform Combined State Law Examination | 2018-07-27 |
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