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Riley Joseph Newman

Independent Financial Partners

Cocoa Beach, FL

Tampa, FL

CRD 7941772

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Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • NON-DISCRETIONARY INVESTMENT ADVICE

From the firm’s Form ADV. Read the guides:

Current Employers
Independent Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-27
  • FL RA
    APPROVED
    Since 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

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
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
  • 05/2022 → 03/2023
    Health First Medical Group
    Melbourne, FL
  • 05/2020 → 04/2021
    Publix
    Rockledge, FL
  • 05/2021 → 08/2021
    Camp Sonshine
    Silver Spring, MD
  • 11/2017 → 06/2018
    Melting Pot
    Melbourne, FL
  • 03/2018 → 08/2021
    Paypros, Inc
    Rockledge, FL
  • 05/2023 → 08/2023
    Northrop Grumman
    Melbourne, FL
  • 07/2020 → 12/2023
    Full Time Education
    Orlando, FL
  • 01/2024 → 07/2024
    Northrop Grumman
    Melbourne, FL
  • 08/2016 → 05/2020
    Full Time Education
    Melbourne, FL
  • 08/2024 → 11/2025
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 11/2025 → Present
    Ifp Securities, Llc
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-20
S63 Uniform Securities Agent State Law Examination 2025-01-08
  • S66 Uniform Combined State Law Examination
    2026-03-20
  • S63 Uniform Securities Agent State Law Examination
    2025-01-08
Other Names
  • Riley Joseph Newman
  • Riley Newman

View on SEC IAPD

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