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Current Employers
Premier Wealth Advisors, Llc

12531 High Bluff Drive Suite 110, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-10
CA RA APPROVED 2019-01-23
  • TX RA
    APPROVED
    Since 2019-04-10
  • CA RA
    APPROVED
    Since 2019-01-23

Branch Locations

12531 High Bluff Drive Suite 110, San Diego, CA 92130 • United States

Independent Financial Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-11-17
CA RA APPROVED 2005-10-21
  • TX RA
    APPROVED
    Since 2014-11-17
  • CA RA
    APPROVED
    Since 2005-10-21

Branch Locations

12531 High Bluff Drive #110, San Diego, CA 92130 • 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, Llc San Diego CA 07/2004 Present
Premier Wealth Advisors Llc San Diego CA 12/2018 Present
Previous Registrations
  • 2005-05-17 → 2010-04-08
    Financial Designs Ltd.
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2004-07-22 → 2005-10-21
    Independent Financial Group, Llc
    San Diego, CA
  • 2001-05-09 → 2004-07-23
    San Diego, CA
Other Businesses

(1) PREMIER WEALTH ADVISORS, LLC POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2019 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: 33% owner of SEC registered investment advisor. (2) TAX PREPARER POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2004 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: Preparing income taxes (3) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/22/2004 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: INSURANCE AGENT OFFERING SALES OF VARIOUS TYPES OF INSURANCE PRODUCTS (4) REAL ESTATE POSITION: Agent/Representative NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: LICENSED REAL ESTATE AGENT (5) RENTAL PROPERTY POSITION: Owner NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2005 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: Own a rental property in San Diego. (6) AC FINANCIAL SERVICES, INC. POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2011 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: BUSINESS ENTITY FOR TAX PURPOSES. (7) ACDC PROPERTIES, LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/30/2023 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: I setup this LLC to hold my rental property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-03
S63 Uniform Securities Agent State Law Examination 1999-08-12
  • S66 Uniform Combined State Law Examination
    2000-11-03
  • S63 Uniform Securities Agent State Law Examination
    1999-08-12
Designations

View on SEC IAPD

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