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Advisor at INDEPENDENT FINANCIAL PARTNERS
Edmond, OK
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 | Jan 2, 2025 | n/a | yes | Edmond, OK | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Nov 2, 2018 | May 31, 2019 | no | OKLAHOMA CITY, OK | Previous registration |
| SIGNATOR INVESTORS, INC. | Former SEC adviser | Mar 6, 2017 | Nov 2, 2018 | no | OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | INDEPENDENT FINANCIAL PARTNERS | May 31, 2019 | Jan 2, 2025 | 2,043 | Firm change after gap | Ibd to ibd |
| SIGNATOR INVESTORS, INC. | OSAIC WEALTH, INC. | Nov 2, 2018 | Nov 2, 2018 | 0 | Bulk transfer | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23131:125112:OK:2019-05-31 | May 31, 2019 | Jan 2, 2025 | OKLAHOMA CITY, OK | Firm change after gap |