Best Investors Account Sign in
Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2010-05-26
  • CA RA
    APPROVED
    Since 2010-05-26

Branch Locations

12671 High Bluff Drive Suite 200, San Diego, CA 92130 • UNITED STATES

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

12671 High Bluff Dr Ste 200, San Diego, CA 92130 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Group Llc San Diego CA 05/2010 Present
H&R Block San Diego CA 01/2009 Present
Mireles Tax Services San Diego CA 02/2008 Present
  • 05/2010 → Present
    San Diego, CA
  • 01/2009 → Present
    H&R Block
    San Diego, CA
  • 02/2008 → Present
    Mireles Tax Services
    San Diego, CA
Previous Registrations
  • 2008-06-03 → 2010-05-20
    Wfp Securities
    San Diego, CA
    San Diego, CA
Other Businesses

(1) CA TAX PREPARER OFFERING SEASONAL TAX PREPARATION FOR "H&R BLOCK" SINCE 2009. NON INVESTMENT RELATED. APPROXIMATELY 20% TIME SPENT. BUSINESS CONDUCTED AT 5658 MISSION CENTER ROAD, SAN DIEGO, CA 92108. (2) CA INSURANCE AGENT - LICENSED LIFE & HEALTH AGENT SINCE 2005. NON INVESTMENT RELATED. LESS THAN 1% TIIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (3) CA REAL ESTATE AGENT OFFERING REAL ESTATE SERVICES SINCE 1996. NON-INVESTMENT RELATED. LESS THAN 1% TIME SPENT. MIRELES TAX SERVICES POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2008 ADDRESS: 3420 Ediwhar Ave, San Diego CA 92123, United States DESCRIPTION: Tax Preparation RENTAL PROPERTY POSITION: Property Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1997 ADDRESS: 4764 Tweedy Blvd., South Gate CA 90280, United States DESCRIPTION: Landlord RICHARD RANDY MIRELES POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/29/2004 ADDRESS: 3420 Ediwhar Ave, San Diego CA 92123, United States DESCRIPTION: Fixed insurance outside of IFG.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-13
  • S66 Uniform Combined State Law Examination
    2007-08-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor