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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-30 |
Branch Locations
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 | San Jose | CA | 08/2020 | Present |
| Koehler & Associates Cpa's Inc | San Jose | CA | 12/2018 | Present |
| Alameda Financial Group | San Jose | CA | 08/2020 | Present |
| The Weed Solution | San Jose | CA | 03/2018 | 12/2018 |
| Staples, Inc | San Jose | CA | 08/2016 | 03/2018 |
(1) ALAMEDA FINANCIAL GROUP POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 08/17/2020 ADDRESS: 1541 The Alameda, San Jose CA 95126, United States DESCRIPTION: Registered Admin responsible for all administrative duties and client services, as well as a Registered Representative. (2) NARCOTICS ANONYMOUS POSITION: Current Secretary of the H&I Subcommittee of San Jose Narcotics Anonymous. NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 1100 Shasta Ave, San Jose CA 95126, United States DESCRIPTION: I secretary the Subcommittee meetings. (3) KOEHLER & ASSOCIATES, CPA'S, INC. POSITION: Office Manager NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/26/2018 ADDRESS: 1541 The Alameda, San Jose CA 95126, United States DESCRIPTION: Tax Preparation - Client Service Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-27 |
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