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Lansing, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-17 |
Branch Locations
Lansing, MI • United States
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-09-28 |
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 |
|---|---|---|---|---|
| Childs Investment Group, Inc. | Archbold | OH | 09/2006 | Present |
| National Planning Corporation | Santa Monica | CA | 04/2009 | 09/2017 |
| Independent Financial Group, Llc | Archbold | OH | 09/2017 | Present |
| F3 Logic, Llc | Archbold | OH | 10/2017 | 03/2022 |
| 724 Capital, Llc | Archbold | OH | 01/2022 | Present |
| Cig Financial Services | Archbold | OH | 05/2009 | Present |
(1) CIG FINANCIAL SERVICES POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/07/2009 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: TERM LIFE INSURANCE SALES (2) 724 CAPITAL, LLC POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 FILE DATE: 02/15/2022 START DATE: 04/01/2022 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: Full Service SEC registered RIA platform. Specializing in comprehensive Financial Planning and Wealth Management Solutions to individuals, corporations, trusts and non profits. This includes qualified plans, SMA, UMA and RPM Portfolio Models as well as custom financial plans.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-08-28 |
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