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Advisor at INDEPENDENT FINANCIAL PARTNERS
TAMPA, FL | San Antonio, TX
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 7, 2025 | n/a | yes | TAMPA, FL|San Antonio, TX | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Apr 26, 2018 | Sep 14, 2023 | no | SAN ANTONIO, TX | Previous registration |
| CONCERT WEALTH MANAGEMENT | Former SEC adviser | Mar 24, 2014 | Dec 15, 2017 | no | SAN JOSE, CA|Mooresburg, TN|Crossville, TN | Previous registration |
| CONCERT ADVISORS | Former SEC adviser | Jan 19, 2012 | Mar 25, 2014 | no | KNOXVILLE, TN|SAN JOSE, CA | Previous registration |
| FIRST TENNESSEE ADVISORY SERVICES, INC. | Former SEC adviser | Sep 3, 2008 | Jun 1, 2011 | no | MEMPHIS, TN | Previous registration |
| FIRST HORIZON ADVISORS, INC | Former SEC adviser | Mar 12, 2004 | Jun 1, 2011 | no | DANDRIDGE, TN|KNOXVILLE, TN|KNOXVILLE, TN|KNOXVILLE, TN|KNOXVILLE, TN|KNOXVILLE, TN|KNOXVILLE, TN|KNOXVILLE, TN|MARYVILLE, TN|COOKEVILLE, TN|MORRISTOWN, TN|KNOXVILLE, TN|GREENEVILLE, TN|KNOXVILLE, TN|KNOXVILLE, TN|DANDRIDGE, TN|KNOXVILLE, TN|ALCOA, TN|CROSSVILLE, TN|MARYVILLE, TN|KNOXVILLE, TN|KNOXVILLE, TN|KNOXVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | INDEPENDENT FINANCIAL PARTNERS | Sep 14, 2023 | Jan 7, 2025 | 481 | Firm change after gap | Ibd to ibd |
| CONCERT WEALTH MANAGEMENT | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 15, 2017 | Apr 26, 2018 | 132 | Firm change | Other |
| CONCERT ADVISORS | CONCERT WEALTH MANAGEMENT | Mar 25, 2014 | Mar 24, 2014 | -1 | Firm change | Other |
| FIRST TENNESSEE ADVISORY SERVICES, INC. | CONCERT ADVISORS | Jun 1, 2011 | Jan 19, 2012 | 232 | Firm change | Other |
| FIRST HORIZON ADVISORS, INC | FIRST TENNESSEE ADVISORY SERVICES, INC. | Jun 1, 2011 | Sep 3, 2008 | -1,001 | Firm change after gap | Other |