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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-24 |
Branch Locations
1390 Willow Pass Road #960, Concord, CA 94520 • United States
1390 Willow Pass Road Suite 960, Concord, CA 94520 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2022-02-23 |
| WA | RA | APPROVED | 2021-06-07 |
Branch Locations
1390 Willow Pass Road Suite 960, Concord, CA 94520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-19 |
| S65 | Uniform Investment Adviser Law Examination | 2012-12-21 |
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