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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-28 |
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