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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 | 2023-07-20 |
| CA | RA | APPROVED | 2011-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goodsell & Company Cpa | San Diego | CA | 02/1996 | Present |
| Independent Financial Group | San Diego | CA | 02/2011 | Present |
(1) GOODSELL & COMPANY, CPAS POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2006 ADDRESS: 2366 Front St, San Diego CA 92101, United States DESCRIPTION: (2) 50% OWNER/SHAREHOLDER/CPA- GOODSELL & COMPANY, CPAS. PROVIDING TAX AND AUDIT AND CONSULTING SERVICES TO MY CLIENTS, BOTH INDIVIDUAL AND BUSINESSES & COMPANY FINANCIAL SERVICES SINCE 1996. APPROX. 80% OF TIME SPENT. NON-INVESTMENT RELATED. BUSINESS CONDUCTED AT 2665 4TH AVE SAN DIEGO, CA 92103. (2) CAT, LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 2366 Front St, San Diego CA 92101, United States DESCRIPTION: (3) 66 2/3% ONWER OF CAT, LLC OWNS COMMERCIAL BUILDING LEASED FOR REVENUE TO CPA S SINCE MAY 2008. NON-INVESTMENT RELATED. TIME SPENT AS REQUIRED. BUSINESS CONDUCTED AT 2665 4TH AVENUE SAN DIEGO, CA 92103. (3) GOODSELL & COMPANY FINANCIAL SERVICES. POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2006 ADDRESS: 2366 Front St, San Diego CA 92101, United States DESCRIPTION: (1) 100% OWNER- GOODSELL & COMPANY FINANCIAL SERVICES. OFFERING SALES OF LIFE, LTC INSURANCE SALES SINCE 2006. INVESTMENT RELATED. APPROXIMATELY 5% OF TIME SPENT. BUSINESS CONDUCTED AT 2665 4TH AVENUE, SAN DIEGO, CA 92103.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-05 |
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