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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 | 2025-01-01 |
| TX | RA | APPROVED_RES | 2021-05-27 |
Branch Locations
12671 High Bluff Dr Ste 200, San Diego, CA 92130 • United States
San Pedro, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Santa Monica | CA | 01/2014 | 12/2017 |
| Cetera Advisors Networks Llc | El Segundo | CA | 01/2018 | 04/2021 |
| Cetera Advisors Llc | Denver | CO | 01/2018 | 04/2021 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2018 | 04/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2018 | 04/2021 |
| First Allied Securities, Inc. | San Diego | CA | 01/2018 | 04/2021 |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 01/2018 | 12/2019 |
| Independent Financial Group Llc | San Diego | CA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-09 |
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