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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 | 2009-05-26 |
Branch Locations
3508 Cardinal Point Drive, Jacksonville, FL 32257 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Jacksonville | FL | 09/2009 | 05/2019 |
| Independent Financial Partners | Jacksonville | FL | 05/2009 | Present |
| Ifp Securities, Llc | Jacksonville | FL | 05/2019 | Present |
1. 9/20/2010: REGISTERED INVESTMENT ADVISOR INDEPENDENT FINANCIAL PARTNERS FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, OR OTHER RELATED FINANICIAL CONSULTING. (HYBRID) INDEPENDENT FINANCIAL PARTNERS 95% OF TIME SPENT JACKSONVILLE, FL. 2. 9/17/2013: DBA ONLY ACUMEN CAPITAL GROUP, INC. JACKSONVILLE, FL. 3. 11/14/2013: REGISTERED INVESTMENT ADVISOR DBA INDEPENDENT FINANCIAL PARTNERS DBA OF RIA, SAME AS SECURITIES DBA HYBRIDACUMEN CAPITAL GROUP, INC. JACKSONVILLE, FL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-28 |
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