Joshua Wesley Dunn

Independent Financial Partners

CRD 7359479

Claim This Profile

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

Authority	Category	Status	Date
KY	RA	APPROVED	2021-08-10

KY RA
APPROVED

Since 2021-08-10

Branch Locations

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

2257 Harrodsburg Rd., Lexington, KY 40504 • 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

Organization	City	State	From	To
Self-Employed	Nicholasville	KY	11/2015	03/2021
Ifp Securities Llc	Tampa	FL	03/2021	Present
Independent Financial Partners	Tampa	FL	06/2021	Present

11/2015 → 03/2021

Self-Employed

Nicholasville, KY
03/2021 → Present

Ifp Securities Llc

Tampa, FL
06/2021 → Present

Independent Financial Partners

Tampa, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-17

S66 Uniform Combined State Law Examination

2021-06-17

View on SEC IAPD

Nearby Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

UNITED CAPITAL FINANCIAL ADVISORS

Nearby Investors

PETER CASEY GAYLE

John Luke Robinson

Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL

INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL

UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

More in Tampa, FL

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor