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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2017-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benequest | Austin | TX | 02/2014 | Present |
| The Book Nook & Java Shop - | Montague | MI | 10/2009 | Present |
| Ifp Securities, Llc | Austin | TX | 05/2019 | Present |
| Independent Financial Partners | Austin | TX | 04/2017 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 04/2017 |
| Lpl Financial, Llc | Austin | TX | 04/2017 | 05/2019 |
(1) 04/03/2017 - BMA LIEGENSHAFT LLC/ REAL ESTATE RENTAL/ 1%/ AUSTIN, TX (2) 04/03/2017 - VINO E LAGO DBA THE BOOK NOOK & JAVA SHOP/ OTHER - BUSINESS OWNER/ 25%/ MONTAGUE, MI (3) 04/03/2017 - FIRST UNITARIAN CHURCH OF AUSTIN/ OTHER- MUSICIAN/ 4%/ AUSTIN, TX (4) 04/03/2017 - HARMONIE HOLDINGS, INC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ AUSTIN, TX (5) 04/03/2017 - DELTX SERVICES DBA SMART FRINGE/ THIRD PARTY ADMINISTRATOR (TPA)/ 10%/ AUSTIN, TX (6) 04/03/2017 - ZWILLING VENTURES LP/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ AUSTIN, TX (7) 04/03/2017 - SCHONHEIT, LLC/ REAL ESTATE RENTAL/ 0%/ 2 LONTS LN, MONTAGUE, MI 94937-8503 (8) 04/03/2017 - SCHONHEIT/ REAL ESTATE RENTAL/ 0%/ 933 NORTH AVE, NE, GRAND RAPIDS, MI 49503-1647 (9) 04/03/2017 - MOGLICH ENTERPRISES INC./ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ AUSTIN, TX (10) 04/03/2017 - FREIHEIT LP/ REAL ESTATE RENTAL/ 0%/ AUSTIN, TX (11). 4/5/2017 - INDEPENDENT FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor and Brokerage - Started 02/01/2017 - 20 Hours Per Month During Securities Trading - Time Spent 20% - I provide investment advisory services through INDEPENDENT FINANCIAL PARTNERS, an independent investment advisor firm. I started this business activity in 3/2017. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. (12) White Lake Music Society; Non-Profit 501(c)(3); PO Box 234, Montague, MI 49437; Treasurer; Board Member; Accounting for checking account, bill pay, log contributions, board meetings; start date 11/1/2018; 3 hr/mo. (13) Murr Descendants Trust; Trust fund for daughters; 1300 Constant Springs Dr, Austin, TX 78748; Trustee, serve as trustee for trust fund; start 1/1/2018; 1 hr/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-07 |
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