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Current Employers
Independent Financial Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-24
  • CA RA
    APPROVED
    Since 2026-08-24

Branch Locations

1390 Willow Pass Road #960, Concord, CA 94520 • United States

Insight Capital Management

1390 Willow Pass Road Suite 960, Concord, CA 94520 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2022-02-23
WA RA APPROVED 2021-06-07
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-02-23
  • WA RA
    APPROVED
    Since 2021-06-07

Branch Locations

1390 Willow Pass Road Suite 960, Concord, CA 94520 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Accuvest Global Advisors Llc Walnut Creek CA 07/2012 05/2018
Alt Fund Distributors Llc Littleton CO 12/2017 05/2018
True Wealth Advisory Group Walnut Creek CA 06/2018 09/2019
Cetera Advisor Networks El Segundo CA 03/2019 09/2019
Cetera Advisor Networks El Segundo CA 06/2018 03/2019
Insight Capital Management San Ramon CA 09/2019 06/2021
Investment Architects, Inc. Investment Architects, Inc. CA 08/2021 12/2021
Arkadios Capital Atlanta GA 12/2021 03/2023
Dustin Blodgett Insight Capital, Llc Dba Insight Capital Mgmt San Ramon CA 07/2021 Present
Independent Financial Group, Llc San Ramon CA 03/2023 Present
  • 07/2012 → 05/2018
    Accuvest Global Advisors Llc
    Walnut Creek, CA
  • 12/2017 → 05/2018
    Alt Fund Distributors Llc
    Littleton, CO
  • 06/2018 → 09/2019
    True Wealth Advisory Group
    Walnut Creek, CA
  • 03/2019 → 09/2019
    Cetera Advisor Networks
    El Segundo, CA
  • 06/2018 → 03/2019
    Cetera Advisor Networks
    El Segundo, CA
  • 09/2019 → 06/2021
    San Ramon, CA
  • 08/2021 → 12/2021
    Investment Architects, Inc.
    Investment Architects, Inc., CA
  • 12/2021 → 03/2023
    Arkadios Capital
    Atlanta, GA
  • 07/2021 → Present
    Dustin Blodgett Insight Capital, Llc Dba Insight Capital Mgmt
    San Ramon, CA
  • 03/2023 → Present
    San Ramon, CA
Previous Registrations
  • 2019-09-11 → 2022-01-06
    Insight Capital Management, Llc
    San Ramon, CA
  • 2019-03-15 → 2019-09-05
    Cetera Wealth Services, Llc
    Walnut Creek, CA
  • 2012-12-22 → 2018-05-04
    Walnut Creek, CA
Other Businesses

(1) BLODGETT REAL ESTATE HOLDINGS POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2024 ADDRESS: 119 Diablo Vista Court, Concord CA 94521, United States DESCRIPTION: Buying real estate to rent out (2) TERM INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2020 ADDRESS: 1390 Willow Pass Road #960, Concord CA 94520, United States DESCRIPTION: PROVIDE TERM LIFE INSURANCE FOR CLIENTS IF NEEDED. (3) INSIGHT CAPITAL MANAGEMENT POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 100 START DATE: 04/01/2021 ADDRESS: 1390 Willow Pass Road #960, Concord CA 94520, United States DESCRIPTION: OUTSIDE RIA.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-01-19
S65 Uniform Investment Adviser Law Examination 2012-12-21
  • S63 Uniform Securities Agent State Law Examination
    2018-01-19
  • S65 Uniform Investment Adviser Law Examination
    2012-12-21
Designations
Other Names
  • Dustin James Blodgett
  • Dustin Blodgett

View on SEC IAPD

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