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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2010-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Shaker Heights | OH | 11/2010 | 05/2019 |
| Independent Financial Partners | Cleveland | OH | 11/2010 | Present |
| Ifp Securities, Llc | Cleveland | OH | 05/2019 | Present |
(1) 12/23/10 - BLUEPRINT FINANCIAL CORPORATION/ DBA ONLY/ 18540 Shelburne Rd Cleveland, OH 44118 (2) DCC Corp; not investment related; 5757 Mayfair Rd, North Canton, OH 44720; Board Member, participate in Quarterly Board Meetings; Start 9/1/2019; approx. 6 hours per year (6 hours a year during trading hours) .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-31 |
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