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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 | 2026-07-27 |
Branch Locations
1701 N. Atlantic Ave, Cocoa Beach, FL 32931 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Health First Medical Group | Melbourne | FL | 05/2022 | 03/2023 |
| Publix | Rockledge | FL | 05/2020 | 04/2021 |
| Camp Sonshine | Silver Spring | MD | 05/2021 | 08/2021 |
| Melting Pot | Melbourne | FL | 11/2017 | 06/2018 |
| Paypros, Inc | Rockledge | FL | 03/2018 | 08/2021 |
| Northrop Grumman | Melbourne | FL | 05/2023 | 08/2023 |
| Full Time Education | Orlando | FL | 07/2020 | 12/2023 |
| Northrop Grumman | Melbourne | FL | 01/2024 | 07/2024 |
| Full Time Education | Melbourne | FL | 08/2016 | 05/2020 |
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2024 | 11/2025 |
| Ifp Securities, Llc | Tampa | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-08 |
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