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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-30 |
Branch Locations
12671 High Bluff Dr Ste 200, San Diego, CA 92130 • 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 |
|---|---|---|---|---|
| Health Markets | San Diego | CA | 09/2015 | 11/2017 |
| Successionlink | San Diego | CA | 10/2015 | 12/2016 |
| Integrity Brokerage Services, Inc. | Oceanside | CA | 01/2017 | 11/2017 |
| Balboa Wealth Partners, Inc. | Newport Beach | CA | 01/2017 | 11/2017 |
| Crown Capital Securities, Lp | Orange | CA | 11/2017 | 05/2024 |
| Consolidated Brokerage Services | Orange | CA | 11/2017 | 05/2024 |
| Independent Compliance Consultant | San Diego | CA | 05/2024 | 06/2024 |
| Osaic | Las Vegas | NV | 06/2024 | 09/2024 |
| The Ameriflex Group | Las Vegas | NV | 06/2024 | 09/2024 |
| Independent Financial Group, Llc | San Diego | CA | 09/2024 | Present |
DBS INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2025 ADDRESS: 12671 High Bluff Dr, Ste 200, San Diego CA 92130, United States DESCRIPTION: I want to sell a previous client a life insurance policy
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-08 |
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