Best Investors Account Sign in
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

AuthorityCategoryStatusDate
CT RA APPROVED 2025-09-26
  • CT RA
    APPROVED
    Since 2025-09-26

Branch Locations

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

60 Long Ridge Rd Suite 210, Stamford, CT 06092 • 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
Equitable Advisors, Llc New York NY 08/2024 08/2025
Unemployed New Canaan CT 02/2024 08/2024
Private Wealth Systems Charlotte NC 11/2023 02/2024
Unemployed New Canaan CT 09/2023 11/2023
Ojai General Store Los Angeles CA 01/2019 08/2023
Unemployed Los Angeles CA 09/2018 01/2019
Hubert Eaton Scout Reservation Jumping Springs CA 06/2017 08/2018
Unemployed Ashford CT 08/2015 06/2017
Ifp Securities, Llc Tampa FL 09/2025 Present
Independent Financial Partners Tampa FL 09/2025 Present
  • 08/2024 → 08/2025
    New York, NY
  • 02/2024 → 08/2024
    Unemployed
    New Canaan, CT
  • 11/2023 → 02/2024
    Private Wealth Systems
    Charlotte, NC
  • 09/2023 → 11/2023
    Unemployed
    New Canaan, CT
  • 01/2019 → 08/2023
    Ojai General Store
    Los Angeles, CA
  • 09/2018 → 01/2019
    Unemployed
    Los Angeles, CA
  • 06/2017 → 08/2018
    Hubert Eaton Scout Reservation
    Jumping Springs, CA
  • 08/2015 → 06/2017
    Unemployed
    Ashford, CT
  • 09/2025 → Present
    Ifp Securities, Llc
    Tampa, FL
  • 09/2025 → Present
    Tampa, FL
Previous Registrations
Other Businesses

(1) First Rise Investments - investment related - 60 Long Ridge Road Stamford CT 06902 - DBA - agent - start date Sep 26, 2025 - investment advisory business DBA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-06
  • S66 Uniform Combined State Law Examination
    2024-09-06
Other Names
  • Georgr Molloy

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

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