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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-13 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
800 N. Magnolia Ave. Suite 1825, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker Dealer Inc. | Rockville | MD | 08/2019 | 04/2025 |
| Adp Llc | Rockville | MD | 08/2017 | 04/2025 |
| Elon University | Elon | NC | 05/2014 | 08/2017 |
| Elon University | Elon | NC | 08/2013 | 05/2017 |
| Ifp Securities, Llc | Tampa | FL | 05/2025 | Present |
| Independent Financial Partners | Tampa | FL | 05/2025 | Present |
(1) 05/12/2025: FORTIV - wealth management, investment related - 800 N Magnolia Avenue, Suite 1825, Orlando, FL 32803 - DBA - Director of Retirement Plan Services - start date 5/9/2025 - 160 hrs/month - 120 hrs during trading - Solicit 401(k) plans (2) Guidepoint – not investment related – 675 6th Avenue, Floor 2, New York, NY 10011 – expert network consulting services – consultant – start date Jul 22, 2026 – 1 hour/month – provides general industry insights and consulting based on prior professional experience; no investment advisory services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-10 |
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