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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-25 |
| PA | RA | APPROVED | 2023-09-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aig Sunamerica | Woodland Hills | CA | 11/2004 | 04/2022 |
| Aig Sunamerica Capital Services, Inc | Jersey City | NJ | 11/2004 | 04/2022 |
| Independent Financial Group, Llc | Exton | PA | 04/2022 | Present |
FAHY FINANCIAL PLANNING GROUP, LLC POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 06/29/2022 ADDRESS: 237 W Lincoln Hwy, Exton PA 19341, United States DESCRIPTION: I own the DBA and will use it market my financial services business, which includes investments and insurance. ARBOR WEALTH PARTNERS POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/26/2025 ADDRESS: 237 W Lincoln Hwy, Exton PA 19341, United States DESCRIPTION: Financial planning and investment advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-28 |
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