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10001 Maine Ave, Lakeside, CA 92040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-07-04 |
| ID | RA | APPROVED | 2019-01-28 |
| CA | RA | APPROVED | 2019-01-04 |
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 | Sanpoint | ID | 06/2015 | 12/2018 |
| Capital Financial Consultants Group | Sandpoint | ID | 07/2015 | 02/2020 |
| Cavu Wealth Management | Kula | HI | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-23 |
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