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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2013-04-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Tampa | FL | 02/2012 | Present |
| Independent Financial Partners | Tampa | FL | 02/2012 | Present |
| Ifp Securities, Llc | Tampa | FL | 06/2018 | Present |
(1) Independent Financial Partners (IFP), DBA for IFP Advisors, LLC; Investment Related; 3030 N. Rocky Pt Dr W, Suite 700, Tampa, FL 33607; Registered Investment Adviser; Chief Operating Officer; Was hired by IFP 2/18/2012; 160 hours/month; 80 hours/month during securities trading hours; IFP Advisors, LLC is a Registered Investment Adviser owned by the same holding company that owns IFP Securities, LLC - I am Chief Operating Officer of the entire enterprise. (2) Share Capital LLC - Wolf vs. Goat- Washington, DC- Not investment related - Ecommerce brand for men's clothing - overseeing day to day operations - 4/1/2022 - 60 hrs/mo, 20 hrs/mo during trading. (3) Stage Five - not investment related - 3030 N Rocky Point Dr W - e-commerce retail (women's hosiery) - general partner - start date Mar 10, 2026 - 4 hours/month - 4 during trading hours - oversees operations, systems, marketing, and financial processes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-28 |
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