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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-05-06 |
Branch Locations
1368 Paseo Verde Pkwy Ste. 100, Henderson, NV 89012 • United States
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 |
|---|---|---|---|---|
| Independent Financial Group Llc | Henderson | NV | 08/2021 | Present |
| Cornerstone Wealth Management | Henderson | NV | 06/2018 | 08/2021 |
| Main Street Appraisals | Bismarck | ND | 06/2016 | 06/2018 |
CORNERSTONE WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 120 START DATE: 06/01/2018 ADDRESS: 1368 Paseo Verde Pkwy, Ste. 100, Henderson NV 89012, United States DESCRIPTION: Associate Advisor involved in client and prospective client meetings, helping with case prep, planning, preparing paperwork, etc JCL CONSULTING POSITION: Agent/Representative NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2024 ADDRESS: 1368 Paseo Verde Pkwy, Suite 100, Henderson NV 89012, United States DESCRIPTION: Commission income flows through this entity. JEREMY LYONS POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2019 ADDRESS: 1368 Paseo Verde Pkwt, Suite 100, Henderson NV 89012, United States DESCRIPTION: Meet with clients for Life insurance and take applications and follow through until in force.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
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