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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-12-02 |
| CA | RA | APPROVED | 2015-09-28 |
Branch Locations
260 S. Los Robles Suite 109, Pasadena, CA 91101 • United States
255 E. Santa Clara St. Ste. 300, Arcadia, CA 91006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enterprise Leasing | Santa Maria | CA | 04/1990 | Present |
| Ids Life Insurance Company | Oxnard | CA | 10/1992 | Present |
| Entertainment Wealth Management | Los Angeles | CA | 01/2000 | Present |
| Independent Financial Group | Los Angeles | CA | 09/2015 | Present |
(1) RENTAL PROPERTY POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2002 ADDRESS: 332 West Cypress Ave, Monrovia CA 91016, United States DESCRIPTION: 100% OWNER OF THREE RESIDENTIAL RENTAL PROPERTIES IN NV AND SC (2) ENT WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2000 ADDRESS: 260 S. Los Robles, Suite 109, Pasadena CA 91101, United States DESCRIPTION: 50% OWNER OF DBA USED TO MARKET INVESTMENT ADVISORY AND INSURANCE SERVICES (3) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 08/27/2020 ADDRESS: 260 S. Los Robles, Suite 109, Pasadena CA 91101, United States DESCRIPTION: Will be selling a medical group plan. Will be the agent on the plan. (4) PROFESSIONAL ADVISORY SERVICES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/01/2023 ADDRESS: 255 E. Santa Clara St., Suite 300, Arcadia CA 91006, United States DESCRIPTION: DBA Name for Marketing Purposes. MAS WEALTH GROUP POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 04/14/2025 ADDRESS: 260 S. Los Robles, Suite 109, Pasadena CA 91101, United States DESCRIPTION: DBA for marketing purposes only - BD & Insurance business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-23 |
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