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10001 Maine Ave, Lakeside, CA 92040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-19 |
| ID | RA | APPROVED | 2019-01-28 |
| CA | RA | APPROVED | 2019-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 02/2011 | Present |
| Capital Financial Consultants Group (Formerly Steckler & Wynns) | San Diego | CA | 03/2014 | 02/2020 |
| Cavu Wealth Management | San Diego | CA | 01/2019 | Present |
(1)CAVU INSURANCE SERVICES, INC POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: no NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/17/2020 ADDRESS: 10001 Maine Ave., Lakeside, CA 92040, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS INSURANCE PRODUCTS. (2) H-1 OUTFITTERS LLC POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: no NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2017 ADDRESS: 8596 N. Wayne Dr., Suite 104, Hayden ID 83835, United States DESCRIPTION:50% PASSIVE OWNER OF H-1 OUTFITTERS LLC MANAGING REAL ESTATE. (3) CAVU WEALTH MANAGEMENT POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 03/23/2017 ADDRESS: 10001 Maine Ave., Lakeside, CA 92040, United States DESCRIPTION: 35% OWNER OF DBA CAVU WEALTH MANAGEMENT A CA REGISTERED INVESTMENT ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-13 |
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