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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-01 |
| NY | RA | APPROVED | 2025-09-02 |
Branch Locations
Mount Pleasant, SC • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2014 | 09/2016 |
| Sammut Wealth Management | Mount Pleasant | SC | 01/2014 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2016 | 08/2025 |
| Independent Financial Partners | Tampa | FL | 09/2025 | Present |
(1) Sammut Wealth Management - investment related - 710 Simmons Street, Mount Pleasant, SC 29464 - DBA - owner - start date Jan 10, 2014 - 200 hours/month - 120 hours/month during trading - Investment Advice, Portfolio Management, Financial Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-17 |
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