DFX Intelligence
Advisors
Advisors registered through Independent Financial PartnersAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
314 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Joseph A Wheeler dual registrant | Independent Financial Partners BD affiliated | Winter Park, Fl | Jul 11, 2018 | 15 y | 2 | 1 |
| Christopher Allen White dual registrant | Independent Financial Partners BD affiliated | Jackson, Ms | Jul 26, 2017 | 27 y | 2 | 1 |
| James Richard Wigen | Independent Financial Partners BD affiliated | Tampa, Fl | Jun 11, 2013 | 29 y | 4 | 1 |
| C•••••• P•••••• W••••••• Certified Financial Planner · dual registrant | I••••••••• F•••••••• P••••••• BD affiliated | Schaumburg, Il | Oct 19, 2010 | 36 y | 4 | 1 |
| E••••• D•••••• W••••••• dual registrant | I••••••••• F•••••••• P••••••• BD affiliated | Grovetown, Ga | Oct 15, 2019 | 28 y | 3 | 1 |
| S••••• M•• W••••• dual registrant | I••••••••• F•••••••• P••••••• BD affiliated | Tampa, Fl | Jun 21, 2022 | 10 y | 2 | 1 |
| N•••••• J•••• W•••••• Certified Financial Planner · dual registrant | I••••••••• F•••••••• P••••••• BD affiliated | Tampa, Fl | Apr 2, 2024 | 12 y | 3 | 1 |
| T••• W•••••• dual registrant | I••••••••• F•••••••• P••••••• BD affiliated | Alexendria, La | Apr 3, 2023 | 10 y | 1 | 1 |
| C•••••• H••••••• W••••••• dual registrant | I••••••••• F•••••••• P••••••• BD affiliated | Yulee, Fl | Oct 29, 2013 | 31 y | 2 | 1 |
| J•••••• Y•• dual registrant | I••••••••• F•••••••• P••••••• BD affiliated | Tampa, Fl | Aug 6, 2024 | 14 y | 3 | 1 |
| W•••••• J•••• Y••• dual registrant | I••••••••• F•••••••• P••••••• BD affiliated | Savannah, Ga | Sep 17, 2008 | 24 y | 2 | 1 |
| T••••• Y•••• Certified Financial Planner · dual registrant | I••••••••• F•••••••• P••••••• BD affiliated | Tampa, Fl | Mar 4, 2025 | 10 y | 2 | 1 |
| D•••• T••••• Y• dual registrant | I••••••••• F•••••••• P••••••• BD affiliated | Fort Lauderdale, Fl | Nov 1, 2019 | 27 y | 4 | 1 |
| E••• J••• Z••••••••• dual registrant | I••••••••• F•••••••• P••••••• BD affiliated | Carmel, In | Nov 2, 2021 | 24 y | 5 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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