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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 | 2008-04-16 |
Branch Locations
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
4206 W. Platt Street, Tampa, FL 33609 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Partners | Tampa | FL | 04/2008 | Present |
| Lpl Financial, Llc | Tampa | FL | 09/2009 | 05/2019 |
| Ifp Securities, Llc | Tampa | FL | 05/2019 | Present |
(1) 7/11/1983 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Life and Health Insurance Agent selling and servicing fixed insurance products - Time Spent 10 hrs/mo, 0 hr/mo during trading (2) 7/21/2017 - Working Capital(ist) - Investment Related - 4206 W. Platt Street, Tampa, FL 33609 - DBA for IFP Securities- Started 07/21/2017 - 80 hrs/mo, 40 hrs/mo during securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-24 |
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