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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-10 |
| CA | RA | APPROVED | 2005-10-21 |
Branch Locations
12730 High Bluff Drive Suite 120, San Diego, CA 92130 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | San Diego | CA | 08/2004 | Present |
| Independent Financial Group, Inc | San Diego | CA | 08/2004 | Present |
| Hyat Financial Services | San Diego | CA | 01/1989 | 01/2020 |
(1) RENTAL PROPERTY POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: 12730 High Bluff Drive, Suite 120, San Diego CA 92130, United States DESCRIPTION: Office sharing sublease with a CPA. (2) ACCESS WEALTH SOLUTIONS POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2018 ADDRESS: 12730 High Bluff Drive, Suite 120, San Diego CA 92130, United States DESCRIPTION: OWNER OF DBA USED TO MARKET SECURITIES, ADVISORY AND INSURANCE SERVICES (3) PLUM GXP LLC POSITION: Passive Investor NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/23/2026 ADDRESS: 330 S. Warminster Road, Suite 341, Hatboro PA 19040, United States DESCRIPTION: Acting only as passive investor (4) REGENTS SQUARE HOA BOARD POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 3798 Quarter Mile Drive, San Diego CA 92130, United States DESCRIPTION: HOA Board member for the association where I currently reside (5) SUCCESSOR TRUSTEE POSITION: Successor Trustee NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2022 ADDRESS: 12730 High Bluff Drive, Suite 120, San Diego CA 92130, United States DESCRIPTION: My client Jacob Vayser, unknown to me, listed me as third successor trustee after his two sons.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-06 |
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