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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-11-06 |
Branch Locations
611 Wilson Ste. 4C, Pocatello, ID 83201 • United States
3300 N Triumph Blvd #257, Lehi, UT 84043 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Midvale | UT | 07/2007 | 11/2020 |
| Independent Financial Group | Pocatello | ID | 11/2020 | Present |
(1) JOHN C. DIXON POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/23/2009 ADDRESS: 611 Wilson, Ste. 4c, Pocatello ID 83201, United States DESCRIPTION: Insurance Agent (2) GLOBAL WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/05/2008 ADDRESS: 611 Wilson, Ste. 4c, Pocatello ID 83201, United States DESCRIPTION: 100% owner of DBA used for marketing purposes (3) ALTIUS FINANCIAL GROUP POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2021 ADDRESS: 611 Wilson, Ste. 4c, Pocatello ID 83201, United States DESCRIPTION: 100% owner of DBA used for marketing purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-14 |
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