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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 | 2012-05-04 |
Branch Locations
1065 E. Winding Creek Drive Suite 230, Eagle, ID 83616 • 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 |
|---|---|---|---|---|
| Self Employed | Star | ID | 08/1999 | Present |
| Independent Financial Group | Eagle | ID | 04/2012 | Present |
(1) MOUNTAIN VIEW FINANCIAL, INC. POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2004 ADDRESS: 1065 E. Winding Creek Drive, Suite 230, Eagle ID 83616, United States DESCRIPTION: 100% OWNER OF DBA USED FOR MARKETING PURPOSES (2) BUSINESS SOLUTIONS POSITION: Officer/Director NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/1999 ADDRESS: 1065 E. Winding Creek Drive, Suite 230, Eagle ID 83616, United States DESCRIPTION: 100% OWNER/BUSINESS CONSULTANT DBA BUSINESS SOLUTIONS PROVIDING BUSINESS OVERALL STRATEGIC PLANNING COUNSEL TO SMALL BUSINESSES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-13 |
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