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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 | 2012-07-09 |
| WA | RA | APPROVED | 2009-02-09 |
Branch Locations
1507 172Nd St Ne Ste 201, Marysville, WA 98271 • United States
12671 High Bluff Drive Suite 200, San Diego, CA 92130 • UNITED STATES
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 02/2009 | Present |
(1) MCKEON FINANCIAL POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 215 SECURITIES TRADING HOURS: 70 START DATE: 02/01/2011 ADDRESS: 1507 172ND ST NE STE 201, Marysville WA 98271, United States DESCRIPTION: (5) 98% OWNER DBA/INVESTMENT ADVISOR REPRESENTATIVE DBA MCKEON FINANCIAL SPECIALIZING IN FINANCIAL PLANNING & INSURANCE SINCE FEB. 2011. INVESTMENT RELATED. APPROXIMATELY 100% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (2) INSURANCE POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1996 ADDRESS: 1507 172ND ST NE STE 201, Marysville WA 98271, United States DESCRIPTION: WA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE. (3) TRADEWINDS BEAGLES POSITION: 50% owner; supporting wife's business. NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1992 ADDRESS: 602 172nd ST NE, Arlington WA 98223, United States DESCRIPTION: 50% OWNER TRADEWINDS BEAGLES, RAISE, SHOW, AND BREED AKC REGISTERED BEAGLES. (4) INSURANCE POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1996 ADDRESS: 1507 172ND ST NE STE 201, Marysville WA 98271, United States DESCRIPTION: (1) WA INSURANCE AGENT -OFFERING FIXED LIFE, LTC, AND FIXED ANNUITY, APPOINTED BY VARIOUS CARRIERS, SELLING THRU JOHN MCKEON & ASSOCIATES INSURANCE AND FINANCIAL SERVICES, INC SINCE 07/1996, NON INVESTMENT RELATED, FULL TIME, BUSINESS CONDUCTED FROM OFFICE ADDRESS OF RECORD (5) THE ROCK CHURCH (FKA JAKE'S HOUSE CHURCH) SAFETY/SECURITY TEAM POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2023 ADDRESS: The Rock Church, 18824 Smokey Point Blvd, #105, Arlington WA 98223, United States DESCRIPTION: The Rock Church (FKA Jake's House Church) Safety Team member: help ensure the safety and well being of those attending the Church. I'm also a Training Coordinator for the Safety Team, helping to coordinate training 2-4 times/year on topics such as safety, security, first aid/CPR, etc. Note: Jake's House Church became The Rock Church in September, 2024. (6) SNOHOMISH COUNTY VOLUNTEER SEARCH AND RESCUE POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2008 ADDRESS: 5506 Old Machias Rd., Snohomish WA 98290, United States DESCRIPTION: (4) VOLUNTEER SEARCH AND RESCUE - SNOHOMISH COUNTY VOLUNTEER SEARCH AND RESCUE (SCVSAR) SINCE 09/2008, NON-PROFIT 501(C)3. NO COMPENSATION, VOLUNTEER ON OCCASIONAL SAR MISSIONS WITH THE OPERATIONS SUPPORT UNIT (OSU), MANAGE (WITHOUT COMPENSATION) AN INVESTMENT FOR SCVSAR, APPROX 2% TIME SPENT, BUSINESS CONDUCTED FROM 5506 OLD MACHIAS RD, SNOHOMISH, WA 98290
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-27 |
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