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RIA / WealthAdvisor40 years in industry

BARRY SCOTT GREEN

Advisor at INDEPENDENT FINANCIAL PARTNERS

Land O' Lakes, FL | TAMPA, FL

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Search this name across graphsid dfx:ria:0ca823f4-d988-33f3-891b-47d15294dfcf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 10, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INDEPENDENT FINANCIAL PARTNERS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Aug 1, 1986
First registration: May 10, 2002
Dual registered: no
IAPD individual key: 1534736

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Mar 21, 2016	n/a	yes	TAMPA, FL\|Land O' Lakes, FL	Current employment
PLATINUM WEALTH PARTNERS	Former SEC adviser	Feb 8, 2012	Apr 1, 2016	no	TAMPA, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 6, 2012	no	CLEARWATER, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 10, 2002	Jun 1, 2009	no	CLEARWATER, FL\|CLEARWATER, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PLATINUM WEALTH PARTNERS	INDEPENDENT FINANCIAL PARTNERS	Apr 1, 2016	Mar 21, 2016	-11	Firm change	Other
MORGAN STANLEY	PLATINUM WEALTH PARTNERS	Jan 6, 2012	Feb 8, 2012	33	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: current employment
Mar 21, 2016 to presentfactForm ADV
→ PLATINUM WEALTH PARTNERSRegistered adviserregistration: previous registration
Feb 8, 2012 to Apr 1, 2016factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 6, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 10, 2002 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.