Calla G Gorman

Independent Financial Partners

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Current Employers

Independent Financial Partners

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-01-05

IL RA
APPROVED

Since 2021-01-05

Branch Locations

1515 E. Woodfield Rd Ste 840, Schaumburg, IL 60173 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Sarasota	FL	06/2014	07/2017
Lpl Financial Llc	Northbrook	IL	08/2017	12/2020
Independent Financial Partners	Tampa	FL	10/2017	08/2019
Sheridan Road Advisors, Llc (Dba: Sheridan Road)	Northbrook	IL	07/2018	12/2020
Ifp Securities, Llc	Tampa	FL	01/2021	Present
Independent Financial Partners	Tampa	FL	01/2021	Present

06/2014 → 07/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sarasota, FL
08/2017 → 12/2020

Lpl Financial Llc

Northbrook, IL
10/2017 → 08/2019

Independent Financial Partners

Tampa, FL
07/2018 → 12/2020

Sheridan Road Advisors, Llc (Dba: Sheridan Road)

Northbrook, IL
01/2021 → Present

Ifp Securities, Llc

Tampa, FL
01/2021 → Present

Independent Financial Partners

Tampa, FL

Previous Registrations

2018-08-15 → 2021-01-05

Sheridan Road Advisors, Llc, A Hub International Company

Northbrook, IL
2017-10-13 → 2018-12-31

Independent Financial Partners

Northbrook, IL
2014-10-28 → 2017-07-31

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sarasota, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-10-24

S66 Uniform Combined State Law Examination

2014-10-24

Other Names

Calla Gorman

View on SEC IAPD

Other Firms

COX FINANCIAL GROUP, LTD.

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WORLD EQUITY GROUP, INC.

BANKERS LIFE ADVISORY SERVICES, INC.

MARINER INDEPENDENT

NAVARRO ASSET MANAGEMENT, LLC

ASCENTIS INDEPENDENT ADVISORS, LLC

Other Investors

JOHN HERMAN COX

MICHAEL MYLES HARLAN

GREGORY ALLAN KATZMAN

MICHAEL JUDE MASCIOPINTO

CLAIRE MARIE KENT

Michael E Burdick

GEOFFREY THOMAS WHARTON

PAUL PHILLIP KACZMARCZYK

Other Offices

COX FINANCIAL GROUP, LTD. · SCHAUMBURG, IL

CETERA INVESTMENT ADVISERS LLC · SCHAUMBURG, IL

AMERIPRISE FINANCIAL SERVICES, LLC · Schaumburg, IL

WORLD EQUITY GROUP, INC. · Schaumburg, IL

BANKERS LIFE ADVISORY SERVICES, INC. · Schaumburg, IL

BANKERS LIFE ADVISORY SERVICES, INC. · SCHAUMBURG, IL

MARINER INDEPENDENT · Schaumburg, IL

NAVARRO ASSET MANAGEMENT, LLC · SCHAUMBURG, IL

More in Schaumburg, IL

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