Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-20 |
Branch Locations
512 S. Bethlehem Pike, Fort Washington, PA 19034 • 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 |
|---|---|---|---|---|
| Fuhrman Management Associates | Ft. Washington | PA | 08/2016 | Present |
| Independent Financial Partners | Tampa | FL | 08/2024 | Present |
(1) Fuhrman Management Associates - not investment related - 512 S BETHLEHEM PIKE - DBA only - owner - start date Oct 1 2024 - 190 hours/month - 160 hours/month during trading - Meet with clients to provide financial advice specific to their situation; manage the equities and fixed income in their accounts; manage money movement into/out of their accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-02 |
Reach out to this advisor