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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-05-01 |
Branch Locations
25117 Detroit Road Building #210, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | Westlake | OH | 03/2012 | Present |
| Investment Planning Group | Westlake | OH | 02/2010 | Present |
(1) ADVANCE PLANNING CONCEPTS, INC. POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 08/01/2015 ADDRESS: 25117 Detroit Road, Building #210, Westlake OH 44145, United States DESCRIPTION: 100% OWNER OF DBA ADVANCE PLANNING CONCEPTS, INC. PROVIDING FINANCIAL SERVICES (2) INVESTMENT PLANNING GROUP, INC. POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 03/01/2012 ADDRESS: 25117 Detroit Road, Building #210, Westlake OH 44145, United States DESCRIPTION: INVESTMENT ADVISOR REPRESENTATIVE DBA INVESTMENT PLANNING GROUP, INC. OFFERING INVESTMENT ADVISORY SERVICES (3) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 08/01/2012 Address: DESCRIPTION: OH INSURANCE AGENT OFFERING SALES OF FIXED INSURANCE NOTARY POSITION: Notary Public NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2024 ADDRESS: 25117 Detroit Road, Building #210, Westlake OH 44145, United States DESCRIPTION: Notary Public UNIT 210 LLC POSITION: Agent/Representative NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 25117 Detroit Road, Building #210, Westlake OH 44145, United States DESCRIPTION: I am buying the building i operate out of and have opened Unit 210 LLC to hold the property. Advance Planning Concepts my DBA will then rent the office from the LLC. I will have no other tenants other than myself.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-30 |
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