Chad Speziale

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2005 → 05/2019
  Lpl Financial, Llc
  Boca Raton, FL
• 03/2019 → Present
  Independent Financial Partners
  Boca Raton, FL
• 05/2019 → Present
  Ifp Securities, Llc
  Boca Raton, FL

Previous Registrations

• 2005-12-12 → 2019-04-22
  Lpl Financial Llc
  Coral Gables, FL
  Boca Raton, FL
  Boca Raton, FL
• 2005-04-27 → 2005-12-12
  Wells Fargo Clearing Services, Llc
  Hollywood, FL
  Fort Lauderdale, FL
• 1999-03-19 → 2004-12-02
  Southtrust Securities, Llc
  Ft. Lauderdale, FL

Other Businesses

(1) 10/03/2006 * CHADWICK WEALTH MANAGEMENT, INC. * Business Entity For Tax/Investment Purposes Only * inv rel * at reported business location(s) (2) Fixed Insurance - at reported business location(s) - Fixed Insurance - Agent - sales of fixed insurance products (life insurance, fixed/indexed annuities, DII, LTC) products maybe sold through various insurance carriers - Start Date of the OBA - 6/16/2022 - hours during the month - 1 - hours during trading hours in the month - 1 (3) Nole Real Estate Holdings LLC - not investment related - Real Estate - owner - start date 8/7/2023 - 1 hour/month - Rent, buy / sell real estate

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-09
• S63 Uniform Securities Agent State Law Examination
  1996-01-23

Designations

• Certified Financial Planner