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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-02-16 |
| MT | RA | APPROVED | 2017-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc. | Missoula | MT | 05/2010 | 09/2017 |
| Independent Financial Group | Missoula | MT | 09/2017 | Present |
(1) INTERGRATED INVESTMENT SOLUTIONS POSITION: Owner NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 05/29/2015 ADDRESS: 415 N. Higgins Ave., Ste. 124, Missoula MT 59802, United States DESCRIPTION: 100% OWNER OF DBA INTEGRATED INVESTMENT SOLUTIONS OFFERING SECURITIES AND INSURANCE (2) TRUSTEE POSITION: Trustee NATURE: Acting as a POA, Trustee, Executor INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2017 ADDRESS: 6518 Rattlesnake Dr., Missoula MT 59802, United States DESCRIPTION: TRUSTEE OF FAMILY TRUST
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-21 |
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