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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 | 2025-01-04 |
Branch Locations
660 N. Diamond Bar Blvd #268, Diamond Bar, CA 91765 • United States
142 N San Gabriel Blvd #B, San Gabriel, CA 91775 • 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 | Rowland Heights | CA | 09/2015 | Present |
JC PLANNING POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 660 N. Diamond Bar Blvd.,, Suite 268, Diamond Bar CA 91789, United States DESCRIPTION: CA INSURANCE AGENT OF DBA JC PLANNING, OFFERING THE SALES OF INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-16 |
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