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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-10-02 |
Branch Locations
458 Acton Road Suite A, Markville, LA 71351 • 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 | San Diego | CA | 12/2007 | Present |
| Rental Property Dba Couvillion Holdings Llc | Markville | LA | 10/2015 | Present |
| Health Agents For America (Hafa) | Markville | LA | 10/2020 | Present |
| Health Agents For America (Hafa) | Markville | LA | 10/2020 | Present |
(1) COUVILLION CONSULTING, LLC POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/17/2007 ADDRESS: 458 Action Road, Suite A, Markville LA 71351, United States DESCRIPTION: 100% OWNER- COUVILLION CONSULTING, LLC OFFERING SALES OF VARIOUS INSURANCE. (2) RENTAL PROPERTY POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 458 Action Road, Suite A, Markville LA 71351, United States DESCRIPTION: 50% OWNER OF COMMERCIAL REAL ESTATE RENTAL. (3) RENTAL PROPERTY DBA COUVILLION HOLDINGS LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 458 Acton Road, Suite A, Markville LA 71351, United States DESCRIPTION: 50% OWNER OF COMMERCIAL REAL ESTATE RENTAL SINCE 2014. INVESTMENT RELATED. 10% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (4) HEALTH AGENTS FOR AMERICA (HAFA) POSITION: Board Member NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 458 Acton Road, Suite A, Markville LA 71351, United States DESCRIPTION: The HAFA board is a delegation representing our organization of independent health insurance agents (HAFA members). We maintain contact with state and federal legislatures to provide feedback in regulatory matters. (5) HEALTH AGENTS FOR AMERICA (HAFA) POSITION: Board Member Executive Vice President--term 1/1/24 to 12/31/26 NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 458 Acton Road, Suite A, Markville LA 71351, United States DESCRIPTION: The HAFA board is a delegation representing our organization of independent health insurance agents (HAFA members). We maintain contact with state and federal legislatures to provide feedback in regulatory matters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-02 |
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