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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
CO RA APPROVED 2025-07-01
KY RA APPROVED 2025-07-01
  • CO RA
    APPROVED
    Since 2025-07-01
  • KY RA
    APPROVED
    Since 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

Fort Thomas, KY • 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
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
  • 12/2012 → 03/2021
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2021 → 01/2023
    Zega Financial, Llc
    West Palm Beach, FL
  • 02/2022 → 02/2023
    Draper, UT
  • 03/2021 → 06/2022
    Ensign Wealth Advisors
    Denver, CO
  • 12/2012 → 03/2021
    Fidelity Investments
    Denver, CO
  • 03/2023 → Present
    Censifi
    Englewood, CO
  • 07/2025 → Present
    Ifp Securities, Llc
    Tampa, FL
  • 07/2025 → Present
    Tampa, FL
Previous Registrations
  • 2023-08-08 → 2025-08-29
    Censifi
    Englewood, CO
  • 2022-07-20 → 2023-04-06
    Draper, UT
    Lehi, UT
  • 2021-05-06 → 2023-01-10
    Zega Financial, Llc
    Englewood, CO
    Palm Beach Gardens, FL
  • 2018-08-15 → 2021-03-11
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

(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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-14
S66 Uniform Combined State Law Examination 2018-07-27
  • S63 Uniform Securities Agent State Law Examination
    2025-08-14
  • S66 Uniform Combined State Law Examination
    2018-07-27
Designations
  • Certified Financial Planner
Other Names
  • Bryan B Jordan
  • Bryan Brenner Jordan
  • Bryan Jordan

View on SEC IAPD

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