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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-01-16 |
Branch Locations
9900 Sw Wilshire St Ste 150, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 08/2008 | Present |
(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/09/1994 ADDRESS: 9900 Sw Wilshire St, Ste 150, Portland OR 97225, United States DESCRIPTION: INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (2) DCJACOBS INC. POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2010 ADDRESS: 9900 Sw Wilshire St, Ste 150, Portland OR 97225, United States DESCRIPTION: 100% OWNER OF DCJACOBS INC. AN ENTITY SET UP AS A TAX CONDUIT FOR ACCOUNTING PURPOSES ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-31 |
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