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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 2025-01-09
  • CA RA
    APPROVED
    Since 2025-01-09

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
Td Ameritade San Diego CA 07/2017 10/2021
Bank Of America Baltimore MD 02/2017 07/2018
Unemployed Upper Marlboro MD 11/2016 02/2017
Verizon Wireless Bowie MD 04/2014 10/2016
Citigroup Washington Dc DC 10/2021 11/2022
Morgan Stanley Baltimore MD 12/2022 08/2023
Unemployed Upper Marlboro MD 08/2023 08/2024
New York Life Insurance Company San Diego CA 09/2024 11/2024
Nylife Securities Llc San Diego NJ 10/2024 11/2024
Independent Financial Group Llc San Diego CA 11/2024 Present
  • 07/2017 → 10/2021
    Td Ameritade
    San Diego, CA
  • 02/2017 → 07/2018
    Bank Of America
    Baltimore, MD
  • 11/2016 → 02/2017
    Unemployed
    Upper Marlboro, MD
  • 04/2014 → 10/2016
    Verizon Wireless
    Bowie, MD
  • 10/2021 → 11/2022
    Citigroup
    Washington Dc, DC
  • 12/2022 → 08/2023
    Baltimore, MD
  • 08/2023 → 08/2024
    Unemployed
    Upper Marlboro, MD
  • 09/2024 → 11/2024
    New York Life Insurance Company
    San Diego, CA
  • 10/2024 → 11/2024
    Nylife Securities Llc
    San Diego, NJ
  • 11/2024 → Present
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-04
S63 Uniform Securities Agent State Law Examination 2018-10-04
  • S66 Uniform Combined State Law Examination
    2022-02-04
  • S63 Uniform Securities Agent State Law Examination
    2018-10-04
Other Names
  • Mark Kevin Jones
  • Mark K Jones

View on SEC IAPD

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