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Current Employers
724 Capital, Llc

Lansing, MI • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-17
  • OH RA
    APPROVED
    Since 2026-01-17

Branch Locations

Lansing, MI • United States

219 N Defiance St, Archbold, OH 43502 • United States

Independent Financial Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-09-28
  • OH RA
    APPROVED
    Since 2022-09-28

Branch Locations

219 N. Defiance Street, Archbold, OH 43502 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2022-02-16 → 2025-12-31
    Lansing, MI
    Archbold, OH
  • 2006-09-07 → 2022-09-21
    Archbold, OH
    Archbold, OH
  • 2017-10-25 → 2022-04-08
    F3Logic, Llc
    Burnsville, MN
  • 2009-04-30 → 2017-10-26
    National Planning Corporation
    Archbold, OH
  • 2005-11-07 → 2009-05-01
    Fsc Securities Corporation
    Archbold, OH
    Archbold, OH
    Archbold, OH
Other Businesses

(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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-08-28
  • S63 Uniform Securities Agent State Law Examination
    2003-08-28
Other Names
  • Andy J. Peterson
  • Andres J Peterson

View on SEC IAPD

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