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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 | 2017-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco Privater Ledger) | Coppell | TX | 10/2003 | 11/2017 |
| Independent Financial Group, Llc | Coppell | TX | 11/2017 | Present |
(1) DBA COLE FINANCIAL POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2001 ADDRESS: 413 W. Bethel Rd., #203, Coppell TX 75019, United States DESCRIPTION: REGISTERED REPRESENTATIVE AND OWNER OF DBA COLE FINANCIAL OFFERING SECURITIES, INSURANCE AND ADVISORY SERVICES (2) NOTARY POSITION: Independent Contractor NATURE: Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2007 ADDRESS: 413 W. Bethel Rd., #203, Coppell TX 75019, United States DESCRIPTION: NOTARY PUBLIC (3) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/14/2020 ADDRESS: 413 W. Bethel Rd., #203, Coppell TX 75019, United States DESCRIPTION: TX INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS (4) 711 BURNET INVESTORS, LLC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/19/2020 ADDRESS: 413 W. Bethel Rd., #203, Coppell TX 75019, United States DESCRIPTION: 50% owner/operator of office space
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-10-05 |
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