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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 | 2016-03-23 |
Branch Locations
5675 Woodrow Bean Suite 13, El Paso, TX 79924 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Independent Financial Group, Llc | El Paso | TX | 02/2016 | Present |
(1) FREEDOM INSURANCE SERVICES POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2015 ADDRESS: 5675 Woodrow Bean, Suite 13, El Paso TX 79924, United States DESCRIPTION: Insurance Agent providing various types of insurance products. (2) FREEDOM TAX SERVICES POSITION: Independent Contractor NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2014 ADDRESS: 5675 Woodrow Bean, Suite 13, El Paso TX 79924, United States DESCRIPTION: Tax Preparation (3) FREEDOM NOTARY SERVICES POSITION: Independent Contractor NATURE: Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 5675 Woodrow Bean, Suite 13, El Paso TX 79924, United States DESCRIPTION: Notarization Of Documents (4) MARINER PROPERTIES POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 65 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 5675 Woodrow Bean, Suite 13, El Paso TX 79924, United States DESCRIPTION: 100% OWNER OF MARINER PROPERTIES OFFERING RESIDENTIAL PROPERTY RENTALS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-27 |
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