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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-07-13 |
| IL | RA | APPROVED | 2015-07-10 |
| TX | RA | APPROVED | 2015-07-10 |
Branch Locations
3020 Woodcreek Drive Suite C1, Downers Grove, IL 60515 • United States
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 |
|---|---|---|---|---|
| Independent Financial Group | Vernon Hills | IL | 06/2015 | Present |
(1) VERNON HILLS INDIAN ASSOCIATION POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: N/A, United States DESCRIPTION: BOARD OF DIRECTORS FOR NON-PROFIT VERNON HILLS INDIAN ASSOCIATION, ORGANIZING EVENTS. (2) DOSHI, INC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 10000 START DATE: 05/01/2012 ADDRESS: 3020 Woodcreek Drive, Suite C1, Downers Grove IL 60515, United States DESCRIPTION: (2) 100% OWNER OF DOSHI, INC FOR TAX PURPOSES ONLY. (3) INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 3020 Woodcreek Drive, Suite C1, Downers Grove IL 60515, United States DESCRIPTION: IL INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS (4) BENTRON FINANCIAL GROUP INC POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 3020 Woodcreek Drive, Suite C1, Downers Grove IL 60515, United States DESCRIPTION: Registered representative at DBA Bentron Financial Group Inc., used for marketing purposes. (5) AFFINITY WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 3020 Woodcreek Drive, Suite C1, Downers Grove IL 60515, United States DESCRIPTION: IL INSURANCE AGENT OFFERING FIXED LIFE AND LONG TERM CARE INSURANCE. (7) JIGAR PRADEEP DOSHI NOTARY POSITION: Public Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/21/2026 ADDRESS: 3020 Woodcreek Drive, Suite C1, Downers Grove IL 60515, United States DESCRIPTION: Public Notary for state of Illinois JAIN SOCIETY OF METROPOLITAN CHICAGO POSITION: Endowment and Planned Giving (EPG) Committee Member NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2026 ADDRESS: 1208 Ridgewood Ct., VERNON HILLS IL 60061, United States DESCRIPTION: To help our members maximize their philanthropic impact and support the mission of JSMC by providing meaningful legacy planning options. To provide JSMC a durable structure for communicating, governing, and executing upon such planned gifts by its members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-19 |
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