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Advisor at INDEPENDENT FINANCIAL PARTNERS
Denver, CO | TAMPA, FL
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 | Oct 6, 2025 | n/a | yes | TAMPA, FL|Denver, CO | Current employment |
| CHOREO, LLC | Independent wealth | Nov 2, 2023 | Oct 2, 2025 | no | ROCKFORD, IL|Denver, CO | Previous registration |
| BDO WEALTH ADVISORS, LLC | Former SEC adviser | Mar 19, 2021 | Nov 2, 2023 | no | DENVER, CO|COLUMBIA, MD | Previous registration |
| COSYNTRIS ADVISORY NETWORK, LLC | Former SEC adviser | Jun 25, 2013 | Feb 5, 2021 | no | DENVER, CO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 30, 2007 | Sep 25, 2012 | no | DENVER, CO | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jun 21, 2001 | Dec 13, 2007 | no | DENVER, CO|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHOREO, LLC | INDEPENDENT FINANCIAL PARTNERS | Oct 2, 2025 | Oct 6, 2025 | 4 | Firm change | RIA to ibd |
| BDO WEALTH ADVISORS, LLC | CHOREO, LLC | Nov 2, 2023 | Nov 2, 2023 | 0 | Firm change | RIA to RIA |
| COSYNTRIS ADVISORY NETWORK, LLC | BDO WEALTH ADVISORS, LLC | Feb 5, 2021 | Mar 19, 2021 | 42 | Firm change | RIA to RIA |
| WELLS FARGO ADVISORS | COSYNTRIS ADVISORY NETWORK, LLC | Sep 25, 2012 | Jun 25, 2013 | 273 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | WELLS FARGO ADVISORS | Dec 13, 2007 | Nov 30, 2007 | -13 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 222525:111221:MD:2023-11-02 | Nov 2, 2023 | Nov 2, 2023 | COLUMBIA, MD | Firm change |
| 165106:222525:CO:2021-02-05 | Feb 5, 2021 | Mar 19, 2021 | DENVER, CO | Firm change |