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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_RES | 2015-07-13 |
| CA | RA | APPROVED | 2011-09-12 |
Branch Locations
13925 City Center Drive #200-235, Chino Hills, CA 91709 • United States
6160 Warren Parkway Ste. 100-154, Frisco, TX 75034 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | San Dimas | CA | 09/2011 | Present |
(1) LITTLE ELM ISD EDUCATIONAL FOUNDATION POSITION: Board Member NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2019 ADDRESS: Zellars Center for Learning & Leadership, 300 Lobo Lane, Little Elm TX 75068, United States DESCRIPTION: Board members Enhance and enrich educational opportunities for students, Support staff for innovation, recognize staff for exemplary teaching, and embrace campus and district-wide efforts toward excellence, and Involve the community in assuring a quality education for the leaders and workforce of tomorrow. (2) LITTLE ELM INDEPENDENT SCHOOL DISTRICT POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2022 ADDRESS: Little Elm ISD Administration Building, 400 Lobo Lane, Little Elm TX 75068, United States DESCRIPTION: School Board Member. (3) PURPOSE WEALTH PARTNERS, LLC POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2025 ADDRESS: 6160 Warren Parkway, Ste. 100-154, Frisco TX 75034, United States DESCRIPTION: Founder/Fiduciary Financial Advisor DBA Purpose Wealth Partners, LLC. providing general financial planning, asset allocation, and investment management since September 2025. Investment related, approximately 15% time spent, business conducted at office address of record. (4) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2025 ADDRESS: 6160 Warren Parkway, Ste. 100-154, Frisco TX 75034, United States DESCRIPTION: Texas insurance agent with Purpose Wealth Partners, LLC DBA Purpose Wealth Partners offering sales of fixed insurance life, health, and fixed annuities since September 2025. Non-investment related. Approximately 10% time spent. Business conducted at office address of record.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-29 |
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