Best Investors
Account
Sign in
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-12 |
| CA | RA | APPROVED | 2005-11-22 |
Branch Locations
12680 High Bluff Dr Ste 250, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | San Diego | CA | 11/2005 | Present |
| Capital Growth Investment Management Services | San Diego | CA | 02/2010 | Present |
(1) TRUSTEE FOR STEPFATHER POSITION: Trustee of family trust 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: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 01/11/2020 ADDRESS: 14584 Caminito Lazanja, San Diego CA 92107, United States DESCRIPTION: Trustee for stepfather's estate and manage for two step brothers, 4 trusts in total, including CRT (charitable remainder trust), Special Needs Trust for Ken Larsen, Special Needs Trust for Steve Larsen, and the Gordon Larsen Trust (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2004 ADDRESS: 12680 High Bluff Dr, Ste 250, San Diego CA 92130, United States DESCRIPTION: SALES OF LIFE , DISBILITY, LONG TERM CARE INSURANCE. (3) CAPITAL GROWTH INC. POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/01/2010 ADDRESS: 12680 High Bluff Dr, Ste 250, San Diego CA 92130, United States DESCRIPTION: OFFERING FINANCIAL SERVICES (4) MICHAEL J BENJAMIN LIVING TRUST DTD 4/27/22 POSITION: Trustee NATURE: Acting as a POA, Trustee, Executor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/27/2022 ADDRESS: 14584 Caminito Lazanja, San Diego CA 92127, United States DESCRIPTION: Successor trustee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-29 |
Reach out to this advisor