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Detailed Report
EDWARD ANTHONY BURGIO III
EDWARD ANTHONY BURGIO, EDWARD BURGIO
CRD#: 5817397
IA
Investment Adviser
B
Broker
INDEPENDENT FINANCIAL PARTNERSCRD#: 125112 5732 Main St.
Ste. 2
Williamsville, NY 14224
IFP SECURITIES, LLCCRD#: 297287 5732 Main Street
Ste 2
Williamsville, NY 14224
Registration History
2010201220142016201820202022202420262 FIRMS2010 - 2011 (<1 year)IAINDEPENDENT FINANCIAL PARTNERS (CRD# 125112)2021 - Present (3 years)BIFP SECURITIES, LLC (CRD# 297287)2019 - Present (5 years)BKEY INVESTMENT SERVICES LLC (CRD# 136300)2011 - 2019 (8 years)
Disclosure(s)
View By:
7/24/2018
Customer Dispute
Denied
License(s)

State Registrations

B
Alabama 12/6/2019
B
North Carolina 11/7/2019
B
Florida 11/7/2019
B
Ohio 3/3/2020
B
Georgia 1/15/2020
B
Pennsylvania 3/3/2021
B
Maryland 1/12/2021
IA
Pennsylvania 12/3/2021
B
Massachusetts 11/19/2019
B
South Carolina 11/7/2019
B
Nevada 5/26/2021
IA
South Carolina 2/28/2022
IA
Nevada 9/16/2021
B
Virginia 11/7/2019
B
New York 11/6/2019
IA
Virginia 6/8/2021
IA
New York 6/3/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
INDEPENDENT FINANCIAL PARTNERS (CRD#:125112)
5732 Main St. Ste. 2, Williamsville, NY 14224
Registered with this firm since 6/3/2021
B
IFP SECURITIES, LLC (CRD#:297287)
5732 Main Street Ste 2, Williamsville, NY 14224
West Seneca, NY
Registered with this firm since 11/6/2019
Previous Registration(s)
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B
 06/30/2011 - 11/07/2019 KEY INVESTMENT SERVICES LLC (CRD#:136300) AMHERST, NY
IA
 09/24/2010 - 06/14/2011 AXA ADVISORS, LLC (CRD#:6627) WILLIAMSVILLE, NY
B
 07/22/2010 - 06/14/2011 AXA ADVISORS, LLC (CRD#:6627) WILLIAMSVILLE, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.