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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 | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Sarasota | FL | 09/2009 | 05/2019 |
| Independent Finacial Partners | Sarasota | FL | 08/2009 | Present |
| Ifp Securities, Llc | Sarasota | FL | 05/2019 | Present |
(1)09/20/2010 - INDEPENDENT FINACIAL PARTNERS/UNDER BILL HAMM-IAR OF RIA INDEPENDENT FINANCIAL PARTNERS/RIA 10% OF TIME SPENT (2) 05/31/2013 - DBA ONLY - INDEPENDENT FINANCIAL PARTNERS - SARASOTA, FL
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-13 |
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