Stephen James Meuris

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

• 02/2012 → 05/2022
  Lpl Financial, Llc
  San Francisco, CA
• 05/2022 → Present
  Ifp Securities Llc
  Tampa, FL
• 05/2022 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2012-02-16 → 2022-05-17
  Lpl Financial Llc
  Berkeley, CA
  San Francisco, CA

Other Businesses

1. 2/6/2014 - No Business Name - Investment Related - SAN FRANCISCO, CA - REAL ESTATE RENTAL - TIME SPENT 1% - 1 RENTAL UNIT ATTACHED TO MY HOME. RENTERS ARE NOT CLIENTS. 2. 4/11/2017 - Rockwood Wealth Management - Investment Related - At Reported Business Location(s) - DBA - Started 03/13/2017 - 160 Hours Per Month/120 Hours During Securities Trading - TIME SPENT 1% - Financial planning and investment management services.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-14
• S63 Uniform Securities Agent State Law Examination
  2010-05-11

Other Names

• Stephen James Meuris