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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-10-21 |
Branch Locations
12671 High Bluff Dr Ste 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 | San Diego | CA | 03/2003 | Present |
| Independent Financial Group, Inc. | San Diego | CA | 01/2003 | Present |
| Advisors Edge Securities Llc | San Diego | CA | 04/2005 | Present |
(1) PRESIDENT OF "INDEPENDENT FINANCIAL GROUP, INC."; RELATED TO INSURANCE HOLDING CO; SINCE 2003; APPROX 20% TIME SPENT; CONDUCTED AT OFFICE ADDRESS OF RECORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-12 |
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