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Advisor at INDEPENDENT FINANCIAL PARTNERS
TAMPA, FL | Bayside, NY
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 | Bayside, NY|TAMPA, FL | Current employment |
| BESPOKE INVESTMENT GROUP, LLC | Independent wealth | Apr 19, 2024 | May 22, 2025 | no | HARRISON, NY | Previous registration |
| NAVELLIER & ASSOCIATES INC | Independent wealth | Feb 17, 2016 | Feb 2, 2026 | no | New York, NY|RENO, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NAVELLIER & ASSOCIATES INC | BESPOKE INVESTMENT GROUP, LLC | Feb 2, 2026 | Apr 19, 2024 | -654 | Firm change after gap | RIA to RIA |
| BESPOKE INVESTMENT GROUP, LLC | INDEPENDENT FINANCIAL PARTNERS | May 22, 2025 | Jan 2, 2026 | 225 | Firm change | RIA to ibd |