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Advisor at INDEPENDENT FINANCIAL PARTNERS
TAMPA, FL | Fort Thomas, KY | Lone Tree, CO
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 | Jul 1, 2025 | n/a | yes | Lone Tree, CO|TAMPA, FL|Fort Thomas, KY | Current employment |
| Censifi | n/a | Aug 8, 2023 | Aug 29, 2025 | no | ENGLEWOOD, CO | Previous registration |
| PRESTIGE WEALTHWIDE, LLC | Independent wealth | Jul 20, 2022 | Apr 6, 2023 | no | DRAPER, UT|LEHI, UT | Previous registration |
| ZEGA FINANCIAL, LLC | Former SEC adviser | May 6, 2021 | Jan 10, 2023 | no | Englewood, CO|PALM BEACH GARDENS, FL | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Aug 15, 2018 | Mar 11, 2021 | no | COVINGTON, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Censifi | INDEPENDENT FINANCIAL PARTNERS | Aug 29, 2025 | Jul 1, 2025 | -59 | Firm change after gap | Other |
| PRESTIGE WEALTHWIDE, LLC | Censifi | Apr 6, 2023 | Aug 8, 2023 | 124 | Firm change | Other |
| ZEGA FINANCIAL, LLC | PRESTIGE WEALTHWIDE, LLC | Jan 10, 2023 | Jul 20, 2022 | -174 | Firm change after gap | RIA to new firm |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | ZEGA FINANCIAL, LLC | Mar 11, 2021 | May 6, 2021 | 56 | Firm change | Ibd to RIA |