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Reading the graph
Advisor at INDEPENDENT FINANCIAL PARTNERS
Stamford, CT | 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 | Sep 26, 2025 | n/a | yes | Stamford, CT|TAMPA, FL | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Apr 23, 2024 | Sep 23, 2025 | no | STAMFORD, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | INDEPENDENT FINANCIAL PARTNERS | Sep 23, 2025 | Sep 26, 2025 | 3 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6627:125112:CT:2025-09-08 | Sep 23, 2025 | Sep 26, 2025 | STAMFORD, CT | Firm change |