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Advisor at INDEPENDENT FINANCIAL PARTNERS
TAMPA, FL | Plymouth, MN
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 | Jan 2, 2026 | n/a | yes | Plymouth, MN|TAMPA, FL | Current employment |
| PILOT CAPITAL MANAGEMENT CORP | State registered | Jan 29, 2014 | Dec 31, 2025 | no | PLYMOUTH, MN|PLYMOUTH, MN|SAINT PAUL, MN | Previous registration |
| WORKMAN SECURITIES CORPORATION | n/a | Apr 6, 2010 | Jul 1, 2010 | no | MINNETONKA, MN | Previous registration |
| WORKMAN SECURITIES CORPORATION | n/a | Jan 8, 2009 | Feb 19, 2010 | no | MINNETONKA, MN|MINNETONKA, MN|EDEN PRAIRIE, MN|EDEN PRAIRIE, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PILOT CAPITAL MANAGEMENT CORP | INDEPENDENT FINANCIAL PARTNERS | Dec 31, 2025 | Jan 2, 2026 | 2 | Firm change | Other |
| WORKMAN SECURITIES CORPORATION | PILOT CAPITAL MANAGEMENT CORP | Jul 1, 2010 | Jan 29, 2014 | 1,308 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107684:125112:MN:2025-12-31 | Dec 31, 2025 | Jan 2, 2026 | SAINT PAUL, MN | Firm change |