Jodi Oyler Padgett

Current Employers

Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2019-01-04
TX	RA	APPROVED_RES	2019-01-04

AZ RA
APPROVED

Since 2019-01-04
TX RA
APPROVED_RES

Since 2019-01-04

Branch Locations

1555 Plaza West, Prescott, AZ 86303 • United States

Disclosures

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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Royal Alliance Associates, Inc.	Prescott	AZ	11/1995	01/2019
Taylor And Padgett Financial Group Llc	Prescott	AZ	07/2006	12/2018
Independent Financial Group	Prescott	AZ	01/2019	Present

11/1995 → 01/2019

Royal Alliance Associates, Inc.

Prescott, AZ
07/2006 → 12/2018

Taylor And Padgett Financial Group Llc

Prescott, AZ
01/2019 → Present

Independent Financial Group

Prescott, AZ

Previous Registrations

2006-10-10 → 2019-12-31

Taylor & Padgett Financial Group Llc

Prescott, AZ
2006-04-03 → 2019-01-08

Osaic Wealth, Inc.

Prescott, AZ

Prescott, AZ
2006-10-10 → 2018-12-31

Taylor & Padgett Financial Group Llc

Prescott, AZ
2006-10-10 → 2016-12-31

Taylor & Padgett Financial Group Llc

Prescott, AZ
2006-10-10 → 2015-12-31

Taylor & Padgett Financial Group Llc

Prescott, AZ
2006-10-10 → 2014-12-31

Taylor & Padgett Financial Group Llc

Prescott, AZ
2006-10-10 → 2013-12-31

Taylor & Padgett Financial Group Llc

Prescott, AZ
2006-10-10 → 2012-12-31

Taylor & Padgett Financial Group Llc

Prescott, AZ

Other Businesses

(1) TAYLOR & PADGETT FINANCIAL GROUP POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/10/2006 ADDRESS: 1555 Plaza West, Prescott AZ 86303, United States DESCRIPTION: 100% OWNER OF DBA TAYLOR & PADGETT FINANCIAL GROUP USED FOR MARKETING PURPOSES (2) INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/28/1999 ADDRESS: 1555 Plaza West, Prescott AZ 86303, United States DESCRIPTION: AZ INSURANCE AGENT AT TAYLOR & PADGETT FINANCIAL GROUP OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS (3) PADGETT & PEREA LLC POSITION: Partner NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2018 ADDRESS: 1555 Plaza West, Prescott AZ 86303, United States DESCRIPTION: 50% OWNER OF PADGETT & PEREA LLC PROVIDING BOOKING, ACCOUNTING, AND TAX PREPARATION SERVICES (4) 1555 PLAZA WEST LLC POSITION: MEMBER NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/29/2000 ADDRESS: 1555 Plaza West, Prescott AZ 86303, United States DESCRIPTION: 25% OWNER OF 1555 PLAZA WEST LLC REAL ESTATE HOLDING COMPANY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-10-16
S63	Uniform Securities Agent State Law Examination	1995-12-20

S65 Uniform Investment Adviser Law Examination

2004-10-16
S63 Uniform Securities Agent State Law Examination

1995-12-20

Designations

Other Names

Jodi O Padgett
Jodi Oyler

View on SEC IAPD