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Chief Operating Officer · Independent Financial Partners

Oscar M. Mejia

CRD 5569235 · Named on Form ADV at one SEC-registered adviser

At a glance

Independent Financial Partners, an SEC-registered wealth manager based in Tampa, FL with $16.3 billion in regulatory assets, lists Oscar M. Mejia on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Oscar’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Oscar on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Oscar’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.