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RIA / WealthAdvisor20 years in industry

GERMAN MAURICIO RAMIREZ

Advisor at INDEPENDENT FINANCIAL PARTNERS

TAMPA, FL | Coral Gables, FL

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Search this name across graphsid dfx:ria:ebe99b1d-96f4-5412-0836-785f2a1daeb7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 17, 2006 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Apr 11, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 11, 2006
First registration: Apr 17, 2006
Dual registered: no
Other names: GERMAN M RAMIREZ
IAPD individual key: 5005488

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Jul 12, 2019	n/a	yes	TAMPA, FL\|Coral Gables, FL	Current employment
BLUEPRINT WEALTH ALLIANCE, LLC	Former SEC adviser	Jul 25, 2016	Sep 3, 2019	no	Miami, FL	Previous registration
KINGSVIEW WEALTH MANAGEMENT, LLC	Independent wealth	Jul 22, 2015	Aug 5, 2016	no	MIAMI, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 16, 2012	Jul 28, 2015	no	Coral Gables, FL	Previous registration
INVESTACORP ADVISORY SERVICES INC	Former SEC adviser	Dec 20, 2011	Jun 19, 2012	no	CORAL GABLES, FL	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Jul 5, 2007	Nov 18, 2011	no	MIAMI, FL\|CORAL GABLES, FL	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Apr 17, 2006	Nov 28, 2006	no	MIAMI, FL\|MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BLUEPRINT WEALTH ALLIANCE, LLC	INDEPENDENT FINANCIAL PARTNERS	Sep 3, 2019	Jul 12, 2019	-53	Firm change after gap	RIA to ibd
KINGSVIEW WEALTH MANAGEMENT, LLC	BLUEPRINT WEALTH ALLIANCE, LLC	Aug 5, 2016	Jul 25, 2016	-11	Firm change	Other
CHARLES SCHWAB & CO., INC.	KINGSVIEW WEALTH MANAGEMENT, LLC	Jul 28, 2015	Jul 22, 2015	-6	Firm change	Other
INVESTACORP ADVISORY SERVICES INC	CHARLES SCHWAB & CO., INC.	Jun 19, 2012	Jul 16, 2012	27	Firm change	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	INVESTACORP ADVISORY SERVICES INC	Nov 18, 2011	Dec 20, 2011	32	Firm change	Other
EQUITABLE ADVISORS, LLC	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Nov 28, 2006	Jul 5, 2007	219	Firm change	Other

Relationships

Registered with (7)

→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: current employment
Jul 12, 2019 to presentfactForm ADV
→ BLUEPRINT WEALTH ALLIANCE, LLCRegistered adviserregistration: previous registration
Jul 25, 2016 to Sep 3, 2019factForm ADV
→ KINGSVIEW WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 22, 2015 to Aug 5, 2016factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 16, 2012 to Jul 28, 2015factForm ADV
→ INVESTACORP ADVISORY SERVICES INCRegistered adviserregistration: previous registration
Dec 20, 2011 to Jun 19, 2012factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Jul 5, 2007 to Nov 18, 2011factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 17, 2006 to Nov 28, 2006factForm ADV

Dated events

No dated event names this entity yet.