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George Eugene Pitra

Independent Financial Group, LLC

Leander, TX

CRD 2796552

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Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-05-24
  • TX RA
    APPROVED
    Since 2011-05-24

Branch Locations

Leander, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Group San Diego CA 05/2011 Present
  • 05/2011 → Present
    Independent Financial Group
    San Diego, CA
Previous Registrations
  • 2008-04-15 → 2011-05-17
    Capital Financial Services, Inc.
    Minot, ND
    Austin, TX
  • 2006-10-04 → 2008-05-09
    Barron Moore Advisors, Inc.
    Dallas, TX
  • 2005-02-16 → 2005-08-19
    Salomon Grey Financial Corporation
    Round Rock, TX
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-10
S63 Uniform Securities Agent State Law Examination 1996-09-12
  • S65 Uniform Investment Adviser Law Examination
    2002-07-10
  • S63 Uniform Securities Agent State Law Examination
    1996-09-12

View on SEC IAPD

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