Michael Patrick Killeen

Current Employers

Burr Financial Services, Llc

Sparks, NV • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-01
TX	RA	APPROVED	2022-09-29

CA RA
APPROVED

Since 2025-10-01
TX RA
APPROVED

Since 2022-09-29

Branch Locations

Sparks, NV • United States

Belton, TX • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Independent Financial Group	Pleasant Hill	CA	03/2012	09/2022
Burr Financial Services, Llc	Sparks	NV	09/2022	Present

03/2012 → 09/2022

Independent Financial Group

Pleasant Hill, CA
09/2022 → Present

Burr Financial Services, Llc

Sparks, NV

Previous Registrations

2012-03-26 → 2022-09-30

Independent Financial Group, Llc

San Diego, CA

San Diego, CA

Pleasant Hill, CA
2008-12-15 → 2012-03-12

Woodbury Financial Services, Inc.

Pleasant Hill, CA

Walnut Creek, CA
2003-04-22 → 2008-12-17

Fsc Securities Corporation

Walnut Creek, CA

Walnut Creek, CA

Walnut Creek, CA

Other Businesses

(1) TRUMARK INSURANCE SERVICES POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 711 George Wilson Rd Belton TX 76513 DESCRIPTION: CA INSURANCE AGENT OFFERING SALES OF LIFE AND LTC INSURANCE THROUGH TRUMARK INSURANCE SERVICES

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-10-09
S63	Uniform Securities Agent State Law Examination	1990-06-19

S65 Uniform Investment Adviser Law Examination

2000-10-09
S63 Uniform Securities Agent State Law Examination

1990-06-19

View on SEC IAPD