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Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-10-03
  • MD RA
    APPROVED
    Since 2025-10-03

Branch Locations

9520 Berger Road, Suite 310, Columbia, MD 21046 • United States

12671 High Bluff Drive Suite 200, San Diego, CA 92130 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 08/2003 10/2025
Self Employed Columbia MD 05/2002 10/2025
Cic Wealth Columbia MD 12/2013 11/2017
Independent Financial Group, Llc Columbia MD 10/2025 Present
Previous Registrations
Other Businesses

JK ASSOCIATES, LLC POSITION: Owner NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2025 ADDRESS: 9520 Berger Road #310, Columbia MD 21046, United States DESCRIPTION: Prepare taxes, supervise employees, make executive decisions KAREN L. BRELSFORD POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 9520 Berger Road #310, Columbia MD 21046, United States DESCRIPTION: Provide insurance and LTC quotes and complete the purchase of these polices. BETHANY UNITED METHODIST CHURCH POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 2875 Bethany Lane, Ellicott City MD 21042, United States DESCRIPTION: volunteer POA POSITION: no organization NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 2951 Rosemar Drive, Ellicott City MD 21043, United States DESCRIPTION: POA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-28
  • S66 Uniform Combined State Law Examination
    2003-07-28
Designations
Other Names
  • Karen Lynn Hughes
  • Karen L Brelsford

View on SEC IAPD

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