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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 | 2021-08-23 |
| MO | RA | APPROVED | 2021-08-20 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Kansas City | MO | 01/2015 | 09/2016 |
| Edward Jones | St. Louis | MO | 09/2016 | 08/2021 |
| Independent Financial Group | Kansas City | MO | 08/2021 | Present |
(1) BASIS POINT FINANCIAL POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2021 ADDRESS: 2 W 52 St., Kansas City MO 64112, United States DESCRIPTION: 100% owner of DBA used for marketing purposes (2)GIVESAFEWATER POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2013 ADDRESS: 2 W 52 St., Kansas City MO 64112, United States DESCRIPTION: fundraiser for charity UNDERSTAND ADVISOR FEES POSITION: Officer/Director NATURE: Teaching/Coaching INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 07/11/2025 ADDRESS: 2 W 52 St., Kansas City MO 64112, United States DESCRIPTION: Help people understand exactly what they pay for their investments and let them decide if they are comfortable with the cost for value arrangement they have. Help them adjust and stay with their current arrangement or potentially earn their business and have them work with me.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-16 |
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