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Joshua Holin

Independent Financial Partners

Tampa, FL

Fort Washington, PA

CRD 7555701

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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

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-29
  • PA RA
    APPROVED
    Since 2025-05-29

Branch Locations

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

512 S. Bethlehem Pike, Fort Washington, PA 19034 • 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
OrganizationCityStateFromTo
Fuhrman Management Associates Ft. Washington PA 11/2019 Present
Agency M Philadelphia PA 09/2018 11/2019
One Trick Pony Hammonton NJ 03/2017 09/2018
Red Tettemer O'COnnell & Partners Philadelphia PA 05/2016 03/2017
Ifp Securities, Llc Tampa FL 03/2025 Present
  • 11/2019 → Present
    Fuhrman Management Associates
    Ft. Washington, PA
  • 09/2018 → 11/2019
    Agency M
    Philadelphia, PA
  • 03/2017 → 09/2018
    One Trick Pony
    Hammonton, NJ
  • 05/2016 → 03/2017
    Red Tettemer O'COnnell & Partners
    Philadelphia, PA
  • 03/2025 → Present
    Ifp Securities, Llc
    Tampa, FL
Previous Registrations
  • 2024-07-09 → 2024-12-31
    Fuhrman Management Associates, Inc.
    Fort Washington, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-08
  • S65 Uniform Investment Adviser Law Examination
    2024-07-08
Other Names
  • Joshua Benjamin Holin

View on SEC IAPD

Nearby Firms

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PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA

Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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