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RIA / WealthAdvisor27 years in industry

PAMELA K LINDERMAN

Advisor at FINANCIAL COACHING PARTNERS LLC

SOMIS, CA

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Search this name across graphsid dfx:ria:368f3805-e41d-3263-af7b-afdf87efb5a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 28, 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: FINANCIAL COACHING PARTNERS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 27, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Feb 27, 1999
First registration: Jun 28, 2002
Dual registered: no
IAPD individual key: 3186167

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
FINANCIAL COACHING PARTNERS LLC	State registered	Jun 12, 2026	n/a	yes	SOMIS, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 28, 2023	May 15, 2026	no	SAN DIEGO, CA\|Culver City, CA\|CULVER CITY, CA	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Sep 1, 2023	Dec 3, 2023	no	CULVER CITY, CA	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Jan 30, 2017	Sep 1, 2023	no	CULVER CITY, CA	Previous registration
INDEPENDENT CAPITAL MANAGEMENT	n/a	Jun 28, 2002	Jul 7, 2005	no	LOS ANGELES, CA	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
LPL FINANCIAL LLC	FINANCIAL COACHING PARTNERS LLC	May 15, 2026	Jun 12, 2026	28	Firm change	Ibd to state RIA
OSAIC WEALTH, INC.	LPL FINANCIAL LLC	Dec 3, 2023	Nov 28, 2023	-5	Firm change	Ibd to ibd
SAGEPOINT FINANCIAL, INC.	OSAIC WEALTH, INC.	Sep 1, 2023	Sep 1, 2023	0	Bulk transfer	Ibd to ibd
INDEPENDENT CAPITAL MANAGEMENT	SAGEPOINT FINANCIAL, INC.	Jul 7, 2005	Jan 30, 2017	4,225	Firm change after gap	Other

Relationships

Registered with (5)

→ FINANCIAL COACHING PARTNERS LLCRegistered adviserregistration: current employment
Jun 12, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 28, 2023 to May 15, 2026factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Sep 1, 2023 to Dec 3, 2023factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 30, 2017 to Sep 1, 2023factForm ADV
→ INDEPENDENT CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jun 28, 2002 to Jul 7, 2005factForm ADV

Dated events

Occurred
May 15, 2026
Advisor changed firm
Pamela K Linderman left Lpl Financial Llc for Financial Coaching Partners Llc (registered 2026-06-12)
Form ADVobserved 4 days ago
Occurred
Dec 3, 2023
Advisor changed firm
Pamela K Linderman left Osaic Wealth, Inc. for Lpl Financial Llc (registered 2023-11-28)
Form ADVobserved 4 days ago