| Timothy Michael Hogan | Independent Financial Partners other | World Investment Advisors, LLC no RAUM | Other | Jun 10, 2015 | May 21, 2015 |
| David Albert Camper | Independent Financial Partners other | World Investment Advisors, LLC no RAUM | Other | Jun 10, 2015 | Jun 9, 2015 |
| David Paul Heroux | Independent Financial Partners other | Wealthspire Retirement Advisory other | Other | Jun 10, 2015 | Jun 4, 2015 |
| Barbara Jean Delaney | Independent Financial Partners other | Global Retirement Partners LLC other | Other | Jun 8, 2015 | Apr 1, 2015 |
| Michael Patrick Henderson | Independent Financial Partners other | Collaborative Wealth other | Other | Jun 8, 2015 | May 8, 2015 |
| Daniel Shapiro | Independent Financial Partners other | World Investment Advisors, LLC no RAUM | Other | Jun 8, 2015 | Jun 17, 2015 |
| William Eric Hagebusch | Independent Financial Partners other | World Investment Advisors, LLC no RAUM | Other | Jun 8, 2015 | Jun 17, 2015 |
| Jonathan Michael Russo | Independent Financial Partners other | Global Retirement Partners LLC other | Other | Jun 8, 2015 | Apr 6, 2015 |
| Anthony James Black | Independent Financial Partners other | World Investment Advisors, LLC no RAUM | Other | Jun 8, 2015 | Jun 9, 2015 |
| Daniel Patrick O'Shea | Independent Financial Partners other | Columbia Management Investment Advisers, LLC other | Other | May 29, 2015 | May 29, 2015 |
| Taria Dawn Agbelusi | Independent Financial Partners other | World Investment Advisors, LLC no RAUM | Other | May 27, 2015 | Jun 10, 2015 |
| Devyn Lisa-Amber Duex | Independent Financial Partners other | World Investment Advisors, LLC no RAUM | Other | May 27, 2015 | Jun 10, 2015 |
| Krista Kay Chaves | Independent Financial Partners other | World Investment Advisors, LLC no RAUM | Other | May 27, 2015 | Jun 10, 2015 |
| Ronnie David Cox | Independent Financial Partners other | World Investment Advisors, LLC no RAUM | Other | May 27, 2015 | Jun 10, 2015 |
| Mathew Corey Whitehead | Independent Financial Partners other | Global Retirement Partners LLC other | Other | May 19, 2015 | Apr 15, 2015 |
| Brent Allen Teague | Independent Financial Partners other | LPL Financial LLC other | Other | May 19, 2015 | Aug 27, 2012 |
| Glen L Diehm | Independent Financial Partners other | LPL Financial LLC other | Other | May 18, 2015 | Jun 7, 2012 |
| Kirk Watson Welch | Independent Financial Partners other | Global Retirement Partners LLC other | Other | May 14, 2015 | May 14, 2015 |
| Chad James Larsen | Independent Financial Partners other | LPL Financial LLC other | Other | May 1, 2015 | May 29, 2012 |
| Russell Todd Mcalonie | Independent Financial Partners other | Global Retirement Partners LLC other | Other | May 1, 2015 | May 5, 2015 |
| Richard Russell Geiger | Independent Financial Partners other | Global Retirement Partners LLC other | Other | May 1, 2015 | Apr 10, 2015 |
| Zachory Smith Huish | Independent Financial Partners other | Global Retirement Partners LLC other | Other | May 1, 2015 | Apr 1, 2015 |
| Paul Lamb | Independent Financial Partners other | Global Retirement Partners LLC other | Other | May 1, 2015 | Apr 9, 2015 |
| Kylee Erin Hall | Independent Financial Partners other | Global Retirement Partners LLC other | Other | May 1, 2015 | Apr 6, 2015 |
| Margareth Rabelo Patino | Independent Financial Partners other | LPL Financial LLC other | Other | Apr 17, 2015 | May 8, 2015 |
| Diana Georgena Persaud | Independent Financial Partners other | LPL Financial LLC other | Other | Apr 17, 2015 | May 8, 2015 |
| John Raymond Nelson | Independent Financial Partners other | Wealthspire Retirement Advisory institutional | Other | Apr 15, 2015 | Aug 17, 2026 (4142 d) |
| Brian C Forseth | Independent Financial Partners other | Msi Financial Services, Inc. other | Other | Apr 6, 2015 | Apr 8, 2015 |
| Jonathan Colby Winslow | Independent Financial Partners other | Onedigital other | Other | Apr 2, 2015 | Jan 5, 2015 |
| Joseph James Conzelman | Independent Financial Partners other | Hub International Investment Advisory Services Inc. no RAUM | Other | Mar 10, 2015 | Mar 22, 2019 (1473 d) |
| Arax Malvina Ryvkin | Independent Financial Partners other | Nfp Advisor Services, LLC other | Other | Mar 9, 2015 | Mar 10, 2015 |
| James Robert Caldwell | Independent Financial Partners other | Raymond James Financial Services Advisors, Inc other | Other | Feb 24, 2015 | Feb 26, 2015 |
| David Clay Horan | Independent Financial Partners other | Raymond James Financial Services Advisors, Inc other | Other | Feb 18, 2015 | Feb 13, 2015 |
| Stephen Wesley Brimacombe | Independent Financial Partners other | Nvision Wealth Group, LLC no RAUM | Other | Jan 16, 2015 | Aug 1, 2014 |
| Daren Daniel Alcantar | Independent Financial Partners other | Global Retirement Partners LLC other | Other | Jan 8, 2015 | Aug 7, 2015 (211 d) |
| Travis T Sickle | Independent Financial Partners other | Sickle Hunter Financial Advisors state registered | Other | Jan 2, 2015 | Nov 10, 2014 |
| Thomas John Alford | Independent Financial Partners other | Amundi Pioneer Institutional Asset Management, Inc. other | Other | Dec 26, 2014 | Dec 15, 2014 |
| Elisabeth Anne Davis | Independent Financial Partners other | Cambridge Investment Research Advisors, Inc. other | Other | Dec 23, 2014 | Dec 16, 2014 |
| Jasonn Donald Potter | Independent Financial Partners other | Onedigital other | Other | Dec 12, 2014 | Feb 11, 2019 (1522 d) |
| Richard Lee Mcadams | Independent Financial Partners other | Cambridge Investment Research Advisors, Inc. other | Other | Dec 10, 2014 | Mar 13, 2015 (93 d) |
| William Matthew Mcinnes | Independent Financial Partners other | Nvision Wealth Group, LLC no RAUM | Other | Dec 1, 2014 | Aug 20, 2014 |
| Toby John Peters | Independent Financial Partners other | Woodbury Financial Services, Inc. other | Other | Nov 28, 2014 | Nov 28, 2014 |
| Matthew M Condit | Independent Financial Partners other | Strategic Wealth Management, LLC independent RIA | Other | Nov 21, 2014 | Oct 6, 2014 |
| Richard E Yorke | Independent Financial Partners other | Ameriprise Financial Services, LLC national BD | Other | Nov 20, 2014 | Jan 4, 2024 (3332 d) |
| Tina Lee Wisialowski | Independent Financial Partners other | Morgan Stanley wirehouse | Other | Nov 11, 2014 | Nov 10, 2014 |
| Jeannine T. Edmonds | Independent Financial Partners other | Nvision Wealth Group, LLC no RAUM | Other | Nov 5, 2014 | Aug 1, 2014 |
| Donald Russell Morse | Independent Financial Partners other | Nvision Wealth Group, LLC no RAUM | Other | Nov 5, 2014 | Aug 1, 2014 |
| Paul Eugene Ward | Independent Financial Partners other | Nvision Wealth Group, LLC no RAUM | Other | Nov 5, 2014 | Aug 1, 2014 |
| Mike C Spencer | Independent Financial Partners other | Nvision Wealth Group, LLC no RAUM | Other | Oct 22, 2014 | Aug 1, 2014 |
| David Andrew Wilson | Independent Financial Partners other | Nvision Wealth Group, LLC no RAUM | Other | Oct 22, 2014 | Aug 1, 2014 |
| David Todd Wernli | Independent Financial Partners other | Nvision Wealth Group, LLC no RAUM | Other | Oct 22, 2014 | Aug 1, 2014 |
| James Christopher Sexton | Independent Financial Partners other | Nvision Wealth Group, LLC no RAUM | Other | Oct 22, 2014 | Aug 1, 2014 |
| Michael Allen Osborne | Independent Financial Partners other | Nvision Wealth Group, LLC no RAUM | Other | Oct 17, 2014 | Aug 1, 2014 |
| Derick Wayne Walters | Independent Financial Partners other | Nvision Wealth Group, LLC no RAUM | Other | Oct 17, 2014 | Aug 1, 2014 |
| Michael Gene Russell | Independent Financial Partners other | Nvision Wealth Group, LLC no RAUM | Other | Oct 17, 2014 | Aug 1, 2014 |
| Seth Adam Schumacher | Independent Financial Partners other | Nvision Wealth Group, LLC other | Other | Oct 17, 2014 | Nov 12, 2014 |
| Jacob Randall Cohan Cummings | Independent Financial Partners other | Nvision Wealth Group, LLC no RAUM | Other | Oct 17, 2014 | Aug 4, 2014 |
| An Nguyen Wetter | Independent Financial Partners other | Raymond James & Associates, Inc. national BD | Other | Sep 19, 2014 | Apr 21, 2015 (214 d) |
| Israel Guitian | Independent Financial Partners other | Guitian Wealth Management, LLC state registered | Other | Sep 15, 2014 | Sep 16, 2014 |
| Peggy F Frye | Independent Financial Partners other | Glenayr Family Advisors LLC state registered | Other | Sep 4, 2014 | Aug 28, 2014 |