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1315 14Th Ave, Longview, WA 98632 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-15 |
| WA | RA | APPROVED | 2021-08-17 |
Branch Locations
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 | Longview | WA | 03/2015 | 12/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2018 | 08/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2018 | 08/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 08/2020 | 09/2020 |
| Damon George | Longview | WA | 03/2000 | Present |
| Sabatier Wealth Dba Retirement Strategies | Longview | WA | 02/2021 | Present |
1) DAMON GEORGE - Insurance Producer - Non-Variable Insurance - Longview WA - Since 3/2000 - INVESTMENT RELATED 2) Damon George spends approximately 10 hours of time devoted to the other business (all during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-24 |
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