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10001 Maine Ave, Lakeside, CA 92040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Financial Consultants Group Inc. | Poway | CA | 09/2009 | 02/2020 |
| Independent Financial Group C | San Diego | CA | 11/2013 | Present |
| Cavu Wealth Management | San Diego | CA | 01/2019 | Present |
(1) CAVU WEALTH MANAGEMENT POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS:175 SECURITIES TRADING HOURS: 175 START DATE: 01/04/2019 ADDRESS: 10001 Maine Ave., Lakeside, CA 92040, United States DESCRIPTION: 30% OWNER DBA CAVU WEALTH MANAGEMENT A CA REGISTERED INVESTMENTADVISOR. (2) NOTARY POSITION: California Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/23/2002 ADDRESS: 10001 Maine Ave., Lakeside, CA 92040, United States DESCRIPTION: NOTARY (3) REAL ESTATE AGENT POSITION: Independent Contractor NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2004 ADDRESS: 11230 SORRENTO VALLEY RD, #160, SAN DIEGO CA 92121, United States DESCRIPTION: REAL ESTATE AGENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-03 |
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