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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED_RES | 2020-04-16 |
Branch Locations
12671 High Bluff Drive Suite 200, San Diego, CA 92130 • UNITED STATES
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
New Meadows, ID • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 08/2008 | Present |
(1) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/04/2000 Address: 2385 Bear Rock Glen, Escondido, CA 92026 DESCRIPTION: (1) CA INSURANCE AGENT, OFFERING SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-23 |
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