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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

LAURIE ANN LONGSTRETH

Advisor at INDEPENDENT FINANCIAL PARTNERS

Cleveland, OH

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Search this name across graphsid dfx:ria:45745ff7-c41a-12de-d5a8-be8b3e690231

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 14, 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: INDEPENDENT FINANCIAL PARTNERS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 4, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Feb 4, 2002
First registration: Nov 14, 2002
Dual registered: yes, broker-dealer
Other names: LAURIE ANN FARRELL|LAURIE ANN CILIOTTA|LAURIE ANN CILIOTTA
IAPD individual key: 1948551

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
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Nov 8, 2010	n/a	yes	Cleveland, OH	Current employment
NRP ADVISORS, INC.	n/a	Sep 8, 2008	Dec 1, 2010	no	BEACHWOOD, OH	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Sep 5, 2008	no	BEACHWOOD, OH	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Nov 14, 2002	Jan 1, 2008	no	BEACHWOOD, OH\|ST. LOUIS, MO\|BEACHWOOD, OH	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
NRP ADVISORS, INC.	INDEPENDENT FINANCIAL PARTNERS	Dec 1, 2010	Nov 8, 2010	-23	Bulk transfer	Other
WELLS FARGO ADVISORS	NRP ADVISORS, INC.	Sep 5, 2008	Sep 8, 2008	3	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Relationships

Registered with (4)

→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: current employment
Nov 8, 2010 to presentfactForm ADV
→ NRP ADVISORS, INC.Registered adviserregistration: previous registration
Sep 8, 2008 to Dec 1, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Sep 5, 2008factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Nov 14, 2002 to Jan 1, 2008factForm ADV

Dated events

No dated event names this entity yet.