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Lansing, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-17 |
Branch Locations
Lansing, MI • United States
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Childs Investment Group, Inc. | Archbold | OH | 10/2002 | 10/2019 |
| National Planning Corporation | Archbold | OH | 04/2009 | 10/2017 |
| Independent Financial Group, Llc | Archbold | OH | 10/2017 | Present |
| F3 Logic, Llc | Archbold | OH | 10/2017 | 03/2022 |
| Cig Financial Services, Inc. | Archbold | OH | 10/2017 | Present |
| 724 Capital, Llc | Archbold | OH | 02/2022 | Present |
(1)TAX CONSULTING POSITION: Independent Contractor NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2003 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: INCOME TAX RETURN PREPARATION (2) CIG FINANCIAL SERVICES POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2002 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: PROVIDE FIXED INSURANCE PRODUCTS. (3) GOODVILLE MUTUAL CAUALTY CO POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/31/2013 ADDRESS: 625 WEST MAIN ST, NEW HOLLAND PA 17557, United States DESCRIPTION: BOARD MEMEBER FOR PROPERTY AND CASUALTY INSURANCE COMPANY (4) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2002 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: OH INSURANCE AGENT OFFERING SALES OF VARIOUS INSURANCE PRODUCTS. (5) 724 CAPITAL LLC POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 FILED DATE: 02/17/2022 START DATE: 04/01/2022 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: Outside RIA 724 CAPITAL LLC POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2022 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: Full service SEC registered RIA platform specializing in comprehensive financial planning and wealth management solutions to individuals, corporations, trusts and non-profits. This includes qualified plans, SMA, UMA and RPM portfolio models as well as custom financial plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-28 |
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