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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2009-11-09 |
Branch Locations
1375 E Woodfield Road, Suite 230/240, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Tax Services, Inc. | Schauburg | IL | 12/1991 | Present |
| Independent Financial Group | San Diego | CA | 11/2009 | Present |
(1) DIVERSIFIED TAX SERVICES, INC POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 55 START DATE: 01/01/1992 ADDRESS: 1375 E Woodfield Road, Suite 230, Schaumburg IL 60173, United States DESCRIPTION: 100% OWNER OF DIVERSIFIED TAX SERVICES, INC. ACCOUNTANT, TAXES AND TAX CONSULTING. (2) DTS FINANCIAL ADVISORS, LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2012 ADDRESS: 1375 E Woodfield Road, Suite 230, Schaumburg IL 60173, United States DESCRIPTION: 90% OWNER DBA DTS FINANCIAL ADVISORS, LLC FOR MARKETING PURPOSES. (3) CONSULTING- THE BUSINESS DEVELOPMENT CO (BDC) POSITION: Independent Contractor NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2010 ADDRESS: 1375 E Woodfield Road, Suite 230, Schaumburg IL 60173, United States DESCRIPTION: BUSINESS VALUATION/ADVISOR ON JOINT PROJECTS FOR COMMON CLIENTS. (4) CONSULTING- VALUATION & FORENSIC PARTNER, LLC POSITION: Independent Contractor NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2010 ADDRESS: 1375 E Woodfield Road, Suite 230, Schaumburg IL 60173, United States DESCRIPTION: ASSISTING IN VALUING CLIENT ASSETS DURING DIFFERENT PREDICAMENTS. (5) DTS INSURANCE SERVICES POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2015 ADDRESS: 1375 E Woodfield Road, Suite 230, Schaumburg IL 60173, United States DESCRIPTION: EMPLOYEE AT DTS INSURANCE SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-29 |
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