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900 E. Katella Ave Suite B, Orange, CA 92867 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-14 |
Branch Locations
900 E. Katella Ave Suite B, Orange, CA 92867 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ober Financial Group | Orange | CA | 01/2000 | Present |
| Independent Financial Group | Orange | CA | 10/2012 | 11/2019 |
(1) 100% OWNER OF "CAREN OBER ACCOUNTANCY CORP. DBA OBER FINANCIAL" OFFERING ESTATE/TAX PLANNING, BUSINESS CONTINUITY PLANNING, AND TAX PREPARATION SINCE 1980. APPROXIMATELY 100% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-27 |
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