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Independent Financial Group, LLC CRD 7717
$12.9B regulatory AUM 301 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-06 |
| CA | RA | APPROVED | 2023-01-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 01/2008 | 01/2023 |
| Independent Financial Group, Llc | San Diego | CA | 01/2023 | Present |
LEOZO DREAMS, LLC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/18/2024 ADDRESS: 12671 High Bluff Dr, Ste 200, San Diego CA 92130, United States DESCRIPTION: FINANCIAL CONSULTING SERVICES The purpose of the limited liability company is to engage in any lawful act or activity for which a limited liability company may be organized under the California Revised Uniform Limited Liability Company Act.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-04 |
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