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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-02 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navellier & Associates, Inc. | Reno | NV | 01/2016 | 12/2025 |
| Clearview Trading Advisors, Inc. | New York | NY | 07/2017 | 09/2022 |
| Innovation Partners Llc | Charlotte | NC | 09/2022 | 12/2025 |
| Bespoke Investment Group, Llc | Harrison | NY | 04/2024 | 03/2025 |
| Ifp Securities, Llc | Bayside | NY | 01/2026 | Present |
| Independent Financial Partners | Bayside | NY | 01/2026 | Present |
1. AlphaLogic Wealth Management - Investment-related - DBA - 7534 Bell Blvd, Bayside, NY 11364 - Started January 2026 - Financial planning and investment management - 200 hours per month of which 160 hours are during normal trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 2016-02-09 |
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