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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2019-10-25 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
9700 Bunsen Parkway, Louuisville, KY 40299 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Lousiville | KY | 05/2009 | 10/2019 |
| Ifp Securities, Llc | Tampa | FL | 10/2019 | Present |
| Independent Financial Partners | Tampa | FL | 10/2019 | Present |
(1) LIFETIME WEALTH STRATEGIES - DBA; Investment Related; 9700 Bunsen Parkway, Louisville, KY 40299; 1/3 owner; Start 11/2019; 40 hrs/week. (2) 05/18/2011 - NON-VARIABLE INSURANCE, LIFETIME WEALTH STRATEGIES, 10% OF TIME SPENT. (3) 09/30/2014: LWS PROPERTIES LLC - INV REL - 9700 BUNSEN PARKWAY, LOUISVILLE KY 402299 - REAL ESTATE RENTAL - START 09/08/14 - NO TIME SPENT - OWNER (4) 6/2/2023 - Red Source - not investment related - 4200 Dolphin Rd, Louisville, KY 40220 - Start up Business. Own X-Ray Machines for mold removal - Owner - start date 8/1/2023 - 25 hours/month - 4 hours/month during trading - Investor , CFO (5) Property and Casualty Insurance - investment related - 9700 Bunsen Parkway, Louisville, KY 40299 - Insurance - Agent - start date Sept 2018 - 5 hours/month - 5 hours/month during trading - Refer and share revenue in Property Casualty Business (6) RC-R LEASING LLC - not investment related - 715 Bakewell St - x-ray equipment leasing - owner - start date 8/1/2023 - 25 hours/month - 4 hours/month during trading - investor/CFO (7) Hurst and Dishon CPA, LLC a LWS Company - not investment related - 100 E. 12th street , Jeffersonville, IN 47130 - Tax Services - general partner - start date Nov 6, 2025 - 1 hour/month during trading - non managing partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-16 |
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