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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 | APPROVED | 2006-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Executax Corp | Miami | FL | 12/1972 | Present |
| Independent Financial Partners | Miami | FL | 12/2006 | Present |
| Lpl Financial, Llc | Miami | FL | 09/2009 | 05/2019 |
| Ifp Securities, Llc | Miami | FL | 05/2019 | Present |
1. 9/18/2009 - EXECUTAX FINANCIAL - INV REL - AT REPORTED LOCATION - DBA 2. 03/17/2014 - EXECUTAX CORP. - TAX PREP / ACCOUNTING / BOOKKEEPING - 75% TIME SPENT - PRESIDENT - ACCOUNTING AND TAX PREPARATION - PRESIDENT, DIRECTOR,SOLE SHAREHOLDER. I DO EVERYTHING - 75% TIME SPENT 3. 07/24/2015 - EXECUTAX CORP - NOT INV REL - 10101 SW 98 AVENUE, MIAMI, FL 33176 - NOTARY - START 07/23/2015 - 1 HOUR PER MONTH - USE NOTARY AS PART OF EXECUTAX CORP- ACCOUNTING AND TAX. 4. 12/12/2016 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/28/2016 - 2 Hours Per Month During Securities Trading. 5. 7/24/2017 - Executax Corp. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/EA - President, CEO - Started 03/01/72 - 12 Hours Per Month/6 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-10-24 |
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