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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-12-15 |
Branch Locations
12671 High Bluff Drive Suite 200, San Diego, CA 92130 • UNITED STATES
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
6445 N Palm Avenue Suite 102, Fresno, CA 93704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 12/2008 | Present |
(1) LITTLE BUSINESS WEALTH ADVISORS POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2005 ADDRESS: 6445 N Palm Avenue, Suite 102, Fresno CA 93704, United States DESCRIPTION: (1) CA INSURANCE AGENT AND 100% OWNER OF LITTLE BUSINESS WEALTH ADVISORS , A CALIFORNIA CORPORATION SINCE 2005, OFFERING SALES OF LIFE, HEALTH, LONG TERM CARE AND DISABILITY. NON-INVESTMENT RELATED. APPROX 10% TIME SPENT. ACTIVITY CONDUCTED AT BUSINESS ADDRESS OF RECORD. (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2005 ADDRESS: 6445 N Palm Avenue, Suite 102, Fresno CA 93704, United States DESCRIPTION: market and sell group health insurance, LTC and term life
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-24 |
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