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.

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

Sep 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66

First exam

Sep 2, 2014

First registration

Sep 2, 2014

Dual registered

yes, broker-dealer

Other names

STACIE LAMBERT|STACIE E PEERY|STACIE ELIZABETH PEERY|STACIE ELIZABETH LAMBERT|STACIE ELIZABETH LAMBERT-SNOOKS

IAPD individual key

5416939

• Occurred

  Dec 16, 2024
  Advisor changed firm

  Stacie E Lambert-Snooks left Lpl Financial Llc for Independent Financial Partners (registered 2025-03-03)

  Form ADVobserved 5 days ago
• Occurred

  May 27, 2022
  Advisor changed firm

  Stacie E Lambert-Snooks left Independent Financial Partners for Lpl Financial Llc (registered 2022-06-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4820e253-a91e-bf5b-50e3-b6983ae40761

First observed

Sep 2, 2014

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.