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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_RES | 2026-08-28 |
| CA | RA | APPROVED | 2009-09-01 |
Branch Locations
1520 N El Camino Real Unit 1, San Clemente, CA 92672 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 08/2009 | Present |
(1) MICHELLE VIZZI CONSULTING SERVICES, INC POSITION: Officer/Director NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2014 ADDRESS: 156 Chandon, Laguna Niguel CA 92677, United States DESCRIPTION: 100% OWNER DBA MICHELLE VIZZI CONSULTING SERVICES, INC OFFERING BUSINESS CONSULTING, ECONOMIC RESEARCH, IDENTIFY MARKET TRENDS AND INTERPRETING REPORTS. (2) SOUTH COAST INVESTMENT ADVISORS, LLC POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 09/01/2009 ADDRESS: 1520 N El Camino Real, Unit 1, San Clemente CA 92672, United States DESCRIPTION: (4) INDEPENDENT CONTRACTOR DBA SOUTH COAST INVESTMENT ADVISORS, LLC , PROVIDING WEALTH MANAGEMENT SERVICES SINCE 2009. INVESTMENT RELATED. APPROXIMATELY 80% TIME SPENT ON ACTIVITY. BUSINESS CONDUCTED AT OFFICE ADDRESS ON RECORD. (3) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2009 ADDRESS: 1520 N El Camino Real, Unit 1, San Clemente CA 92672, United States DESCRIPTION: (3) CA INSURANCE AGENT OFFERING SALES OF FIXED AND VARIABLE INSURANCE SINCE 2009. INVESTMENT RELATED. LESS THAN 5% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-04 |
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