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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-01 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2010 | 12/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2021 | 03/2022 |
| Boulder Dam Credit Union | Boulder City | NV | 12/2021 | Present |
| Independent Financial Group, Llc | Boulder City | NV | 03/2022 | Present |
(1) PETRIZZO FINANCIAL POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/25/2022 ADDRESS: 530 Ave G, Boulder City NV 89005, United States DESCRIPTION: DBA name for marketing purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-01 |
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