DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at INDEPENDENT FINANCIAL PARTNERS
TAMPA, FL | Denver, 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 16, 2024 | n/a | yes | Denver, CO|TAMPA, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Feb 25, 2005 | Aug 14, 2024 | no | DENVER, CO|DENVER, CO|LITTLETON, CO|GREENWOOD VILLAGE, CO|DENVER, CO | Previous registration |
| QUICK & REILLY, INC. | n/a | Nov 8, 2002 | Aug 18, 2004 | no | GREENWOOD VILLAGE, CO | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 7, 2000 | Nov 5, 2002 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | INDEPENDENT FINANCIAL PARTNERS | Aug 14, 2024 | Jul 16, 2024 | -29 | Firm change | Wirehouse to ibd |
| QUICK & REILLY, INC. | WELLS FARGO ADVISORS | Aug 18, 2004 | Feb 25, 2005 | 191 | Firm change | Other |
| STRATEGIC ADVISERS LLC | QUICK & REILLY, INC. | Nov 5, 2002 | Nov 8, 2002 | 3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:125112:CO:2024-08-14 | Aug 14, 2024 | Jul 16, 2024 | DENVER, CO | Firm change |