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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 | 2021-07-28 |
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 |
|---|---|---|---|---|
| Girard Securities | San Diego | CA | 01/2009 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 07/2021 |
| Independent Financial Group | Corpus Christi | TX | 07/2021 | Present |
(1) TOROSO FINANCIAL GROUP POSITION: owner NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 4918 Oakmont Dr., Corpus Christi TX 78413, United States DESCRIPTION: 5% owner of business entity used as office of supervisory jurisdiction (2) MILITELLO WEALTH MANAGEMENT LLC POSITION: Managing Member NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009 ADDRESS: 4918 Oakmont Dr., Corpus Christi TX 78413, United States DESCRIPTION: 100% owner of DBA used for marketing purposes (3) MILITELLO WEATH MANAGEMENT LLC POSITION: Managing Member NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009 ADDRESS: 4918 Oakmont Dr., Corpus Christi TX 78413, United States DESCRIPTION: 100% owner of business entity used for tax and investment purposes (4) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2019 ADDRESS: 4918 Oakmont Dr., Corpus Christi TX 78413, United States DESCRIPTION: Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-01 |
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