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Gregg Michael Somerville

Independent Financial Partners

Hockessin, DE

Tampa, FL

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Current Employers
Independent Financial Partners

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-08-28
  • DE RA
    APPROVED
    Since 2024-08-28

Branch Locations

724 Yorklyn Road Suite 285, Hockessin, DE 19707 • 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
Realta Investment Advisors Wilmington DE 04/2013 08/2024
Realta Equities, Inc Wilmington DE 04/2013 08/2024
Ifp Securities, Llc Tampa FL 08/2024 Present
Independent Financial Partners Tampa FL 08/2024 Present
  • 04/2013 → 08/2024
    Realta Investment Advisors
    Wilmington, DE
  • 04/2013 → 08/2024
    Realta Equities, Inc
    Wilmington, DE
  • 08/2024 → Present
    Ifp Securities, Llc
    Tampa, FL
  • 08/2024 → Present
    Independent Financial Partners
    Tampa, FL
Previous Registrations
Other Businesses

(1) Somerville Investments - not investment related - 125 Cheltenham Rd - DBA - owner - start date August 23, 2024 - 150 hours/month - 120 hours/month during trading - run business, manage portfolios, do financial projections

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-22
S63 Uniform Securities Agent State Law Examination 1985-09-04
  • S65 Uniform Investment Adviser Law Examination
    2001-10-22
  • S63 Uniform Securities Agent State Law Examination
    1985-09-04
Designations
Other Names
  • Gregg M Somerville

View on SEC IAPD

Other Firms

ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
SHERPA CAPITAL MANAGEMENT
EDWARD JONES
FOUNDERS FINANCIAL SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BRANDYWINE MANAGERS, LLC

Other Investors

MATTHEW THOMAS HENAGHAN
Michael Morgan Tolliver
WILLIAM MATTHEW BURRIS
PETER JOHN SUCCOSO
SCOTT HOTTEL CHAPIN
PETER J SEELAUS
DAVID ROCCO L'ERARIO
LAWRENCE EARL SPRINGER

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Hockessin, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Hockessin, DE
OSAIC WEALTH, INC. · HOCKESSIN, DE
OSAIC WEALTH, INC. · Hockessin, DE
SHERPA CAPITAL MANAGEMENT · HOCKESSIN, DE
EDWARD JONES · HOCKESSIN, DE
FOUNDERS FINANCIAL SECURITIES LLC · Hockessin, DE
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · HOCKESSIN, DE

More in Hockessin, DE

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