Best Investors
Account
Sign in
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 | 2025-12-03 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
2123 W Spruce Street, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 07/2022 | 05/2023 |
| Sizemore Academy | Orange Park | FL | 07/2012 | 07/2018 |
| Probe Domain | Middleburg | FL | 07/2018 | 07/2022 |
| Independent Financial Partners | Tampa | FL | 09/2025 | Present |
| Gulfstream Aerospace | Savannah | GA | 05/2023 | 09/2025 |
(1) Ascension Financial Advisors - investment related - 2123 West Spruce St, Tampa Fl, 33607 - DBA - start date Oct 9, 2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-20 |
Reach out to this advisor