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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 |
|---|---|---|---|
| NE | RA | APPROVED | 2020-03-13 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
3606 Cimarron Plz Suite 275, Hastings, NE 68901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Partners | Tampa | FL | 03/2020 | Present |
| Riverside Golf Club | Grand Island | NE | 02/2018 | 01/2020 |
| Jackrabbit Run Golf Shop | Grand Island | NE | 03/2013 | 02/2018 |
(1) 1/1/2023 - Ridgeline Advisors - Investment Related - DBA Name Only - 3606 Cimarron Plaza, Suite 275, Hastings, NE 68901 - DBA Name used for financial services and investment business. (2) Pinnacle Group - investment related - 109 N Hastings Ave Hastings, NE 68901 - Fixed Insurance - agent - start date Aug. 15, 2020 - 1 hour/month - 1 hour/month during trading - Sell fixed insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-10 |
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