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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-26 |
Branch Locations
60 Long Ridge Rd Suite 210, Stamford, CT 06092 • 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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2023 | 09/2025 |
| 88 Keys Piano Bar And Cafe | Watertown | CT | 10/2022 | 07/2024 |
| Mayflower Inn And Spa | Washington | CT | 11/2020 | 07/2023 |
| Simply Serve Ct | Milford | CT | 06/2020 | 11/2020 |
| Carriage Services | Waterbury | CT | 10/2016 | 11/2020 |
| Southern Connecticut State University | New Haven | CT | 08/2017 | 01/2021 |
| Watertown High School | Watertown | CT | 08/2013 | 05/2017 |
| Ifp Securities, Llc | Tampa | FL | 09/2025 | Present |
| Independent Financial Partners | Tampa | FL | 09/2025 | Present |
(1) FirstRise Investments - investment related - 60 Long Ridge Road, Stamford, Ct, 06902 - RIA - agent - start date Sep 29, 2025 - DBA for RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-22 |
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