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Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-12
NV RA APPROVED 2022-04-13
  • TX RA
    APPROVED_RES
    Since 2023-08-12
  • NV RA
    APPROVED
    Since 2022-04-13

Branch Locations

550 Avenue G, Boulder City, NV 89005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuna Brokerage Services, Inc Waverly IA 08/2020 12/2021
Clark County School District Las Vegas NV 08/2014 Present
Aveanna Healthcare Las Vegas NV 02/2018 12/2021
Boulder Dam Credit Union Boulder City NV 08/2021 Present
Cuso Financial Services, Lp San Diego CA 12/2021 03/2022
Independent Financial Group, Llc Boulder City NV 03/2022 Present
  • 08/2020 → 12/2021
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 08/2014 → Present
    Clark County School District
    Las Vegas, NV
  • 02/2018 → 12/2021
    Aveanna Healthcare
    Las Vegas, NV
  • 08/2021 → Present
    Boulder Dam Credit Union
    Boulder City, NV
  • 12/2021 → 03/2022
    Cuso Financial Services, Lp
    San Diego, CA
  • 03/2022 → Present
    Boulder City, NV
Previous Registrations
  • 2021-12-14 → 2022-03-29
    Cuso Financial Services, L.P.
    San Diego, CA
    Boulder City, NV
  • 2021-01-07 → 2021-12-03
    Cuna Brokerage Services, Inc.
    Boulder City, NV
Other Businesses

(1) PETRIZZO FINANCIAL POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/28/2022 ADDRESS: 530 Avenue G, Boulder City NV 89005, United States DESCRIPTION: DBA name for marketing purposes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-17
  • S66 Uniform Combined State Law Examination
    2020-06-17
Other Names
  • Chelsea Petrizzo
  • Chelsea D Petrizzo

View on SEC IAPD

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