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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2009-04-27 |
Branch Locations
205 Route 9 North Suite 31, Freehold, NJ 07728 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 04/2009 | Present |
(1) MJC ADVANCED FINANCIAL STRATEGIES, LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/23/2009 ADDRESS: 205 Route 9 North, Suite 31, Freehold NJ 07728, United States DESCRIPTION: 100% OWNER OF DBA USED FOR MARKETING PURPOSES (2) INSURANCE POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 04/21/2005 ADDRESS: 205 Route 9 North, Suite 31, Freehold NJ 07728, United States DESCRIPTION: NJ INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-05 |
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