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Inactive

Erik Somerville

Independent Financial Partners

Hockessin, DE

Tampa, FL

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Current Employers
Independent Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-08-23
  • DE RA
    APPROVED
    Since 2024-08-23

Branch Locations

724 Yorklyn Road Suite 285, Hockessin, DE 19707 • 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
Hobart And William Smith Colleges Geneva NY 08/2013 05/2017
Edge Construction Wilmington DE 09/2017 11/2017
Sanford School Hockessin DE 09/2017 11/2017
Various Los Angeles CA 05/2018 Present
Unemployed Hockessin DE 05/2017 09/2017
Unemployed Hockessin DE 11/2017 05/2018
Realta Investment Advisors, Inc. Wilmington DE 12/2022 08/2024
Coastal Equities, Inc. Wilmington DE 05/2022 12/2022
Independent Financial Partners Tampa FL 08/2024 Present
  • 08/2013 → 05/2017
    Hobart And William Smith Colleges
    Geneva, NY
  • 09/2017 → 11/2017
    Edge Construction
    Wilmington, DE
  • 09/2017 → 11/2017
    Sanford School
    Hockessin, DE
  • 05/2018 → Present
    Various
    Los Angeles, CA
  • 05/2017 → 09/2017
    Unemployed
    Hockessin, DE
  • 11/2017 → 05/2018
    Unemployed
    Hockessin, DE
  • 12/2022 → 08/2024
    Realta Investment Advisors, Inc.
    Wilmington, DE
  • 05/2022 → 12/2022
    Coastal Equities, Inc.
    Wilmington, DE
  • 08/2024 → Present
    Independent Financial Partners
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-14
  • S65 Uniform Investment Adviser Law Examination
    2022-12-14

View on SEC IAPD

Other Firms

ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
SHERPA CAPITAL MANAGEMENT
EDWARD JONES
FOUNDERS FINANCIAL SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BRANDYWINE MANAGERS, LLC

Other Investors

MATTHEW THOMAS HENAGHAN
Michael Morgan Tolliver
WILLIAM MATTHEW BURRIS
PETER JOHN SUCCOSO
SCOTT HOTTEL CHAPIN
PETER J SEELAUS
DAVID ROCCO L'ERARIO
LAWRENCE EARL SPRINGER

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Hockessin, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Hockessin, DE
OSAIC WEALTH, INC. · HOCKESSIN, DE
OSAIC WEALTH, INC. · Hockessin, DE
SHERPA CAPITAL MANAGEMENT · HOCKESSIN, DE
EDWARD JONES · HOCKESSIN, DE
FOUNDERS FINANCIAL SECURITIES LLC · Hockessin, DE
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · HOCKESSIN, DE

More in Hockessin, DE

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