Joshua Cory Koehnen

Current Employers

Employment History

• 03/2004 → Present
  Independent Financial Group, Llc
  San Diego, CA
• 12/2018 → Present
  Premier Wealth Advisors Llc
  San Diego, CA

Previous Registrations

• 2002-11-19 → 2013-03-05
  Financial Designs Ltd.
  San Diego, CA
  San Diego, CA
• 2002-08-26 → 2004-03-09
  Qa3 Financial Llc
  San Diego, CA

Other Businesses

(1) INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/29/2004 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS INSURANCE PRODUCTS (2) PREMIER REALTY SOLUTIONS, INC. POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2007 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: 50% OWNER OF PREMIER REALTY SOLUTIONS, INC. A REAL ESTATE BROKERAGE CORPORATION, ADVISOR ACTS AS BROKER FOR REAL ESTATE SALES. (3) PREMIER WEALTH MANAGEMENT, INC, POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/04/2004 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: 100% OWNER OF PREMIER WEALTH MANAGEMENT, INC. OPERATING AS INVESTMENT ADVISORY BUSINESS, AND FINANCIAL PLANNING CONSULTANT. (4) PREMIER WEALTH ADVISORS LLC POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 05/13/2016 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: 50% OWNER DBA PREMIER WEALTH ADVISORS LLC USED FOR MARKETING PURPOSES.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-23

Designations

Other Names

• Josh Koehnen