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Advisor at INDEPENDENT FINANCIAL PARTNERS
Carmel, IN | TAMPA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Nov 2, 2021 | n/a | yes | TAMPA, FL|Carmel, IN | Current employment |
| TCFG INVESTMENT ADVISORS, LLC | Independent wealth | Oct 10, 2018 | Oct 20, 2021 | no | Carmel, IN|LAGUNA NIGUEL, CA|Carmel, IN | Previous registration |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | Apr 26, 2013 | Oct 16, 2018 | no | CARMEL, IN | Previous registration |
| SSN ADVISORY, INC. | Former SEC adviser | Oct 1, 2012 | Apr 15, 2013 | no | CARMEL, IN | Previous registration |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Nov 14, 2006 | Oct 11, 2012 | no | NOBLESVILLE, IN|GREENWOOD, IN|CARMEL, IN | Previous registration |
| CREATIVE FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Mar 8, 2005 | Nov 9, 2006 | no | KOKOMO, IN|NOBLESVILLE, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TCFG INVESTMENT ADVISORS, LLC | INDEPENDENT FINANCIAL PARTNERS | Oct 20, 2021 | Nov 2, 2021 | 13 | Firm change | RIA to ibd |
| SUMMIT FINANCIAL GROUP INC | TCFG INVESTMENT ADVISORS, LLC | Oct 16, 2018 | Oct 10, 2018 | -6 | Firm change | Ibd to RIA |
| SSN ADVISORY, INC. | SUMMIT FINANCIAL GROUP INC | Apr 15, 2013 | Apr 26, 2013 | 11 | Firm change | Other |
| CONCOURSE FINANCIAL GROUP ADVISORS | SSN ADVISORY, INC. | Oct 11, 2012 | Oct 1, 2012 | -10 | Firm change | Other |
| CREATIVE FINANCIAL DESIGNS, INC. | CONCOURSE FINANCIAL GROUP ADVISORS | Nov 9, 2006 | Nov 14, 2006 | 5 | Firm change | Other |