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14259 Danielson St., Poway, CA 92064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Financial Consultants Group, Inc | Poway | CA | 02/2008 | 04/2024 |
| Independent Financial Group | San Diego | CA | 02/2011 | Present |
| Capital Financial Consultants Group, Inc | Poway | CA | 02/2023 | 04/2024 |
| Independent Financial Group | San Diego | CA | 09/2019 | 05/2023 |
| Blue Sky Capital Consultants Group, Inc. | Poway | CA | 11/2022 | Present |
| Blue Sky Capital Consultants Group, Inc. | Poway | CA | 01/2024 | Present |
(1) Independent Financial Group: 12671 High Bluff Dr Suite 200, San Diego, CA 92130; Duties/Nature of Business: registered representative; Number of Hours Per Month During Trading Hours: 16; Number of Hours Per Month During Non Trading Hours: 16; 20-25% of professional time BD (2) BLUE SKY CAPITAL CONSULTANTS GROUP POSITION: Employee NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 112 SECURITIES TRADING HOURS: 112 START DATE: 04/01/2023 ADDRESS: 14259 Danielson Street, Poway CA 92064, United States DESCRIPTION: Client service manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-21 |
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