Best Investors
Account
Sign in
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-13 |
Reach out to this advisor