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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 | 2026-01-02 |
| TX | RA | APPROVED | 2015-07-07 |
Branch Locations
701 Palomar Airport Road Suite 125, Carlsbad, CA 92011 • United States
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 | Carlsbad | CA | 07/2015 | Present |
(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2013 ADDRESS: 701 Palomar Airport Road, Suite 125, Carlsbad CA 92011, United States DESCRIPTION: CA INSURANCE AGENT OFFERING THE SALE OF LIFE, HEALTH, UNIVERSAL LIFE, DISABILITY INSURANCE AND LTC SINCE 2013. NON-INVESTMENT RELATED. 5% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (2) RENTAL PROPERTY POSITION: Agent/Representative NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2015 ADDRESS: 701 Palomar Airport Road, Suite 125, Carlsbad CA 92011, United States DESCRIPTION: 100% OWNER OF TWO SUB-LEASED OFFICE SPACES. RENTERS DO NOT WORK IN OR ARE AFFILIATED WITH THE SECURITIES INDUSTRY. (3) MCCLURE WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 150 START DATE: 07/01/2015 ADDRESS: 701 Palomar Airport Road, Suite 125, Carlsbad CA 92011, United States DESCRIPTION:100% OWNER OF DBA MCCLURE WEALTH MANAGEMENT FOR MARKETING PURPOSES. (4) PROJECT BLU, INC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 08/15/2022 ADDRESS: 701 Palomar Airport Road, Suite 125, Carlsbad CA 92011, United States DESCRIPTION: OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-27 |
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