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Detailed Report
David Holin
David Samuel Holin
CRD#: 6798016
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Investment Adviser
INDEPENDENT FINANCIAL PARTNERSCRD#: 125112 512 S. Bethlehem Pike
Fort Washington, PA 19034
Registration History
2017201820192020202120222023202420252026IAINDEPENDENT FINANCIAL PARTNERS (CRD# 125112)2024 - Present (<1 year)IAFUHRMAN MANAGEMENT ASSOCIATES,... (CRD# 121193)2017 - 2024 (7 years)
License(s)

State Registrations

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California 8/21/2024
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New Jersey 8/29/2024
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Colorado 8/20/2024
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New York 8/20/2024
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Florida 12/17/2024
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North Carolina 8/20/2024
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Hawaii 8/21/2024
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Ohio 8/20/2024
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Illinois 8/29/2024
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Pennsylvania 8/20/2024
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Kansas 8/20/2024
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South Carolina 8/22/2024
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Maine 8/21/2024
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Texas 8/20/2024
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Maryland 8/20/2024
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Utah 8/22/2024
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Massachusetts 9/26/2024
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Vermont 8/20/2024
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Michigan 8/22/2024
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Virginia 8/21/2024
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Minnesota 8/20/2024
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Washington 8/20/2024
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Missouri 8/22/2024
Current Registration(s)
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INDEPENDENT FINANCIAL PARTNERS (CRD#:125112)
512 S. Bethlehem Pike, Fort Washington, PA 19034
Registered with this firm since 8/20/2024
Previous Registration(s)
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 11/02/2017 - 12/24/2024 FUHRMAN MANAGEMENT ASSOCIATES, INC. (CRD#:121193) FORT WASHINGTON, PA
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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.
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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.