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Independent Financial Group, LLC CRD 7717
$12.9B regulatory AUM 301 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 05/2011 | Present |
(1) GEORGE E PITRA POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/16/2011 ADDRESS: 16600 Morgan Hills Trail, Austin TX 78717, United States DESCRIPTION: TX INSURANCE AGENT OFFERING SALES OF VARIOUS INSURANCE PRODUCTS (2) REDROVERVENTURES.ORG POSITION: I will be a board member in this nonprofit organization. NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 04/10/2023 ADDRESS: 4835 East Cactus Road, Suite 105, Scottsdale AZ 85254, United States DESCRIPTION: BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-12 |
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