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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 | 2026-02-24 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 09/2021 | 08/2023 |
| Buffalo Wild Wings | Oxford | MS | 09/2020 | 06/2021 |
| Chili's | Oxford | MS | 05/2020 | 08/2020 |
| Tango's | Oxford | MS | 01/2020 | 05/2020 |
| The Levee | Oxford | MS | 05/2018 | 12/2019 |
| Dick's Sporting Goods | Oxford | MS | 05/2017 | 12/2018 |
| Full-Time Education At The University Of Mississippi | Oxford | MS | 08/2016 | 07/2021 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 09/2022 | 08/2023 |
| Topclass | Jacksonville | FL | 01/2025 | Present |
| Vshred | Jacksonville | FL | 01/2023 | 01/2024 |
| Horne | Jacksonville | FL | 01/2024 | 01/2025 |
| Adams Unlimited Enterprise | Jacksonville | FL | 01/2025 | 12/2025 |
| Seesaw | Jacksonville | FL | 01/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-20 |
| S65 | Uniform Investment Adviser Law Examination | 2026-01-13 |
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