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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 | 2018-10-18 |
| CA | RA | APPROVED | 2010-11-05 |
Branch Locations
2377 Gold Meadow Way Suite 176, Gold River, CA 95670 • United States
2 disclosure categories 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 | 01/2009 | Present |
(1) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2017 ADDRESS: 2377 Gold Meadow Way, Suite 176, Gold River CA 95670, United States DESCRIPTION: (8)CA INSURANCE AGENT OFFERING LIFE, DISABILITY AND LONG TERM CARE INSURANCE SINCE 2017. NON-INVESTMENT RELATED. 5% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (2) SCOTT MACHEN, LLC POSITION: Managing Owner NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/16/2015 ADDRESS: 2377 Gold Meadow Way, Suite 173, Gold River CA 95670, United States DESCRIPTION: A pass through entity for tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-07 |
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