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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group Llc | Plymouth | MA | 08/2014 | Present |
(1) SADLER FINANCIAL GROUP, LTD POSITION: Independent Contractor NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 30 START DATE: 06/01/1999 ADDRESS: 64R Industrial Park Rd, Plymouth MA 02360, United States DESCRIPTION: INDEPENDENT CONTRACTOR OF SADLER FINANCIAL GROUP, LTD, PROVIDING TAX AND ACCOUNTING SERVICES. (2) SAPENTIA, INC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2008 ADDRESS: 65 Caravel Dr, East Falmouth MA 02536, United States DESCRIPTION: 100% OWNER OF SAPENTIA, INC, PROVIDING TAX AND BOOKKEEPING SERVICES. (3) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2001 ADDRESS: 64 Industrial Park Rd., Plymouth MA 02360, United States DESCRIPTION: MA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (4) FALMOUTH THEATRE GUILD POSITION: Officer/Director NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 60 Highfield Dr, Falmouth MA 02540, United States DESCRIPTION: Board of Directors member, House Manager for facilities maintenance/repair. (5) NOTARY POSITION: Officer/Director NATURE: Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 64 Industrial Park Rd., Plymouth MA 02360, United States DESCRIPTION: Notary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-24 |
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