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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 | 2016-03-30 |
Branch Locations
142 N San Gabriel Blvd #B, San Gabriel, CA 91775 • United States
660 N. Diamond Bar Blvd #268, Diamond Bar, CA 91765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T&J Financial Service, Inc. | Rowland Heights | CA | 01/2013 | Present |
| Independent Financial Group, Llc | San Gabriel | CA | 02/2016 | Present |
(1) T&J FINANCIAL SERVICE, INC. POSITION: Owner NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: 142 N San Gabriel Blvd, #b, San Gabriel CA 91775, United States DESCRIPTION: 100% OWNER OF DBA T & J FINANCIAL SERVICE, INC., DBA T & J FINANCIAL & INSURANCE SERVICES USED FOR MARKETING PURPOSES. (2) INSURANCE POSITION: owner NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: 142 N San Gabriel Blvd, #b, San Gabriel CA 91775, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-08 |
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