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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Tacoma | WA | 12/2022 | 07/2023 |
| Pacific Reliance Insurance | Edmonds | WA | 03/2018 | Present |
| New York Life Insurance Company | Tacoma | WA | 01/2023 | 07/2023 |
| State Farm Mark Choi Agency | Edmonds | WA | 10/2013 | 03/2018 |
| Sushi Kappo Tamura | Seattle | WA | 06/2022 | 06/2023 |
| Independent Financial Group, Llc | Seattle | WA | 07/2023 | Present |
| U & T Financial Inc | Seattle | WA | 07/2023 | Present |
(1) U&T FINANCIAL, INC POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 07/07/2023 ADDRESS: 155 Ne 100th St, Ste 403, Seattle WA 98125, United States DESCRIPTION: I am using this dba to provide IFG services to clients, including life, health, P&C insurance. (2) PACIFIC RELIANCE INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 10318 4th Ave W, EVERETT WA 98204, United States DESCRIPTION: Selling property and casualty insurance. (3) GK INSURANCE AGENCY LLC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2025 ADDRESS: 21327 76TH AVE W APT 7, Edmonds WA 98026, United States DESCRIPTION: This entity is used solely for tax reporting purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-30 |
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