Clark Brady Stossel

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:

Current Employers

Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2017-08-08

PA RA
APPROVED

Since 2017-08-08

Branch Locations

Conshohocken, PA • United States

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bny Mellon Wealth Management	Philadelphia	PA	05/2013	07/2017
Independent Financial Partners	Fort Washington	PA	07/2017	Present

05/2013 → 07/2017

Bny Mellon Wealth Management

Philadelphia, PA
07/2017 → Present

Independent Financial Partners

Fort Washington, PA

Previous Registrations

2013-08-12 → 2013-12-06

Td Private Client Wealth Llc

Philadelphia, PA

Other Businesses

Independendent Financial Partners/Investment related/Ft Washington, PA/Registered Investment Advisor/Investment Advisor Representative/Providing Investment Advice/Started 07-2017/160+ hours per month month/8 hours per day during securities trading hours/Providing Investment Advice

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-07-01
S63	Uniform Securities Agent State Law Examination	2010-07-28

S66 Uniform Combined State Law Examination

2013-07-01
S63 Uniform Securities Agent State Law Examination

2010-07-28

Other Names

Clark B Stossel

View on SEC IAPD