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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
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

12671 High Bluff Dr Ste 200, San Diego, CA 92130 • 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
Independent Financial Group San Diego CA 05/2018 Present
Deloitte Costa Mesa CA 09/2016 04/2018
  • 05/2018 → Present
    Independent Financial Group
    San Diego, CA
  • 09/2016 → 04/2018
    Deloitte
    Costa Mesa, CA
Other Businesses

ALPHASIGHTS POSITION: Independent Contractor NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/13/2025 ADDRESS: 1362 Frankfort St #4307, San Diego CA 92110, United States DESCRIPTION: Marketing Consulting

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-18
  • S66 Uniform Combined State Law Examination
    2022-01-18

View on SEC IAPD

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