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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
NV RA APPROVED 2025-05-06
  • NV RA
    APPROVED
    Since 2025-05-06

Branch Locations

1368 Paseo Verde Pkwy Ste. 100, Henderson, NV 89012 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2021 → Present
    Henderson, NV
  • 06/2018 → 08/2021
    Cornerstone Wealth Management
    Henderson, NV
  • 06/2016 → 06/2018
    Main Street Appraisals
    Bismarck, ND
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-02
  • S66 Uniform Combined State Law Examination
    2025-05-02
Other Names
  • Jeremy Chad Lyons

View on SEC IAPD

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