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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-07 |
Branch Locations
105 E. Robinson Street, Suite 301, Orlando, FL 32801 • United States
12671 High Bluff Drive Suite 200, San Diego, CA 92130 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | Maitland | FL | 02/2025 | Present |
| Humana | Wildwood | FL | 06/2011 | 08/2020 |
| Vertex Brokerage Group | Maitland | FL | 08/2020 | Present |
| Rmms Investments | St. Augustine | FL | 10/2021 | 04/2024 |
VERTEX BROKERAGE GROUP-STALIN JAQUEZ POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 11/03/2025 ADDRESS: 2201 Lucien Way, Suite 400, Maitland FL 34756, United States DESCRIPTION: I am the principal agent. As the agent in charge I manage the operational direction of the agency. I also produce sales of Medicare products, life insurance and annuities. TRUVALE ADVISORY GROUP POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 02/25/2026 ADDRESS: 105 E. Robinson Street, Suite 301, Orlando FL 32801, United States DESCRIPTION: This will be my DBA/Marketing Name for all my securities and investment advisory business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-29 |
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