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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 | 2022-12-02 |
| CA | RA | APPROVED | 2022-02-02 |
Branch Locations
15145 Woodlawn Avenue, Suite 100, Tustin, CA 92780 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Tustin | CA | 04/2010 | 06/2020 |
| Independent Financial Group | Tustin | CA | 06/2020 | 08/2020 |
| Unemployed | Tustin | CA | 08/2020 | 04/2021 |
| Independent Financial Group Llc | Tustin | CA | 04/2021 | Present |
(1) CINERGY FINANCIAL POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 170 START DATE: 05/06/2021 ADDRESS: 15145 Woodlawn Avenue, Suite 100, Tustin CA 92780, United States DESCRIPTION: Registered Representative at DBA used for marketing purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-19 |
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