Best Investors
Account
Sign in
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-16 |
| CA | RA | APPROVED | 2009-07-16 |
Branch Locations
31461 Rancho Viejo Road #104A, San Juan Capistrano, CA 92675 • United States
31461 Rancho Viejo Road Suite 104, San Juan Capistrano, CA 92675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-03-14 |
Branch Locations
31461 Rancho Viejo Rd. #104, San Juan Capistrano, CA 92675 • 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 | Newport Beach | CA | 07/2009 | Present |
| Capital Financial Consultants Group, Inc. | San Juan Capistrano | CA | 03/2014 | Present |
(1) JTJLIF, INC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2017 ADDRESS: 31461 Rancho Viejo Road #104a, San Juan Capistrano CA 92675, United States DESCRIPTION: 100% OWNER OF JTJLIF, INC HOLDING COMPANY FORCAPITAL FINANCIAL CONSULTING GROUP, INC (2) CAPITAL FINANCIAL CONSULTANTS GROUP POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/28/2014 ADDRESS: 31461 Rancho Viejo Road #104a, San Juan Capistrano CA 92675, United States DESCRIPTION: 64% OWNER OF CAPITAL FINANCIAL CONSULTANTS GROUP A SEC REGISTERED INVESTMENT ADVISOR (3.) INDEPENDENT FINANCIAL GROUP, LLC POSITION: Officer/Director NATURE: REGISTERED REPRESENTAIVE; INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/2009 ADDRESS: San Juan Capistrano, CA 92675, United States (4.) Independent Insurance Agent: Start Date 09/2016; life insurance and annuities; California
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-04 |
Reach out to this advisor