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Current Employers
Independent Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-16
  • FL RA
    APPROVED
    Since 2026-07-16

Branch Locations

8181 W. Broward Boulevard Suite 370, Plantation, FL 33324 • 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
OrganizationCityStateFromTo
American Israel Public Affairs Committee (Aipac) Plantation FL 09/2014 08/2022
Ifp Securities, Llc Tampa FL 10/2022 04/2023
Ifp Securities, Llc Tampa FL 04/2023 Present
Independent Financial Partners Tampa FL 04/2023 Present
  • 09/2014 → 08/2022
    American Israel Public Affairs Committee (Aipac)
    Plantation, FL
  • 10/2022 → 04/2023
    Ifp Securities, Llc
    Tampa, FL
  • 04/2023 → Present
    Ifp Securities, Llc
    Tampa, FL
  • 04/2023 → Present
    Tampa, FL
Other Businesses

(1) Six Months and a Day; not investment related; 4305 Diamond Row, Weston FL 33331; owner; start date 2/9/2023; 8 hours/month; Overseeing the technology and audit trail platform. (2) Clear Advice Business, LLC; not investment related; 6240 NW 21st Court, Boca Raton FL 33496; Business Exit Strategies; employee; start date 2/9/2023; 5 hours/month; client relationship management (3) Joshua Donner, PLLC; not investment related; 4305 Diamond Row, Weston FL 33331;Real Estate; owner; start date 2/24/2023; 5 hours/month; Real Estate Sales Associate (4) Clear Advice Financial; investment related; 1200 N Federal Hwy #200 Boca Raton, FL 33432; DBA; employee; start date 10/3/2022; 60 hours/month; 60 hours/month during trading; financial advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-17
  • S66 Uniform Combined State Law Examination
    2023-02-17

View on SEC IAPD

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