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Advisor at INDEPENDENT FINANCIAL PARTNERS
TAMPA, FL | Port Orange, 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 | Mar 6, 2025 | n/a | yes | Port Orange, FL|TAMPA, FL | Current employment |
| ADVISORY SERVICES NETWORK | Independent wealth | Jan 31, 2023 | Mar 26, 2025 | no | Port Orange, FL|ATLANTA, GA | Previous registration |
| R.L.K. ADVISORY GROUP | Former SEC adviser | Mar 2, 2015 | Mar 27, 2023 | no | PORT ORANGE, FL | Previous registration |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Dec 3, 2003 | Dec 31, 2017 | no | SOUTH DAYTONA, FL|PORT ORANGE, FL|DAYTONA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORY SERVICES NETWORK | INDEPENDENT FINANCIAL PARTNERS | Mar 26, 2025 | Mar 6, 2025 | -20 | Firm change | RIA to ibd |
| R.L.K. ADVISORY GROUP | ADVISORY SERVICES NETWORK | Mar 27, 2023 | Jan 31, 2023 | -55 | Firm change after gap | RIA to RIA |
| CONCOURSE FINANCIAL GROUP ADVISORS | R.L.K. ADVISORY GROUP | Dec 31, 2017 | Mar 2, 2015 | -1,035 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 174632:146051:FL:2023-03-27 | Mar 27, 2023 | Jan 31, 2023 | PORT ORANGE, FL | Firm change after gap |