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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 | 2025-06-12 |
| CA | RA | APPROVED | 2013-06-25 |
Branch Locations
940 South Coast Drive Suite 125, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | Pasadena | CA | 05/2013 | Present |
| Stonekimbro | Irvine | CA | 03/2022 | Present |
(1) TROY FOLK, CFP, EA POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2014 ADDRESS: 940 South Coast Dr., Suite 125, Costa Mesa CA 92626, United States DESCRIPTION: 100% OWNER OF TROY FOLK, CFP, EA SOLE PROPRIETOR OFFERING TAX PREPARATIONG AND ANALYSIS, ESTATE PLAN DELIVERY, NOTARIES, SALES OF FIXED LIFE INSURANCE, LONG TERM CARE, AND HEALTH INSURANCE SINCE 2014. INVESTMENT RELATED. 15% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (2) STONEKIMBRO FINANCIAL SERVICES POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 10 START DATE: 10/27/2020 ADDRESS: 940 South Coast Dr., Suite 125, Costa Mesa CA 92626, United States DESCRIPTION: REGISTERED REPRESENTATIVE AT DBA STONEKIMBRO FINANCIAL SERVICES SINCE 10/27/20. INVESTMENT RELATED.85% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. Replacement of Stonetapert DBA name: (3) STONEKIMBRO POSITION: Independent Contractor NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/23/2022 ADDRESS: 825 Colorado Blvd., Suite 201, Los Angeles CA 90041, United States DESCRIPTION: Financial Advisor for RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-24 |
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