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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 |
|---|---|---|---|
| CT | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(1) First Rise Investments - investment related - 60 Long Ridge Road Stamford CT 06902 - DBA - agent - start date Sep 26, 2025 - investment advisory business DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-06 |
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