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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
FL RA APPROVED 2019-07-05
  • FL RA
    APPROVED
    Since 2019-07-05

Branch Locations

1124 E Younge Street, Pensacola, FL 32503 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Pensacola FL 06/2014 06/2019
Ifp Securities, Llc Tampa FL 07/2019 Present
Independent Financial Partners Tampa FL 07/2019 Present
Previous Registrations
  • 2014-06-24 → 2019-07-15
    Jacksonville Beach, FL
    Pensacola, FL
    Pensacola, FL
  • 2014-04-24 → 2014-06-16
    Signator Financial Services, Inc.
    Blue Ridge, GA
    Pensacola, FL
    Bellevue, WA
  • 2006-12-13 → 2007-02-09
    Sandusky, OH
    Toledo, OH
Other Businesses

(1) 6/13/14-POSTILLION WEALTH MANAGEMENT/DBA ONLY/100%/1528 E Blount St, Pensacola, FL 32503. (2) 6/13/14- POSTILLION WEALTH MANAGEMENT, LLC/NON-VARIABLE INSURANCE/AGENT IN INSURANCE SALES WITH CLIENTS. LIFE, DISABILITY INSURANCE SALES/40%/1528 E Blount St, Pensacola, FL 32503. (3) Kelly Bazile; Fixed Insurance; Investment related; 1517 W. Garden St, Pensacola, FL 32502; Agent; Non-variable insurance/agent in Insurance sales with clients. Life, Disability Insurance Sales; Start 6/13/2014; 5 hr/mo, 5 hr/mo during trading. (4) Kelly Bazile; not investment related; 515 Romana St Pensacola, FL 32502, investment property; owner, start date 5/1/2023; 4 hours/month; 2 hours during trading hours; landlord for property rental for tenants.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-22
  • S66 Uniform Combined State Law Examination
    2014-04-22
Other Names
  • Kelly Lynn Carson
  • Kelly Lynn Kleck
  • Kelly Bazile
  • Kelly Lynn Bazile

View on SEC IAPD

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