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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 | 2023-06-09 |
Branch Locations
12671 High Bluff Drive Suite 200, San Diego, CA 92130 • UNITED STATES
3 disclosure categories 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 |
|---|---|---|---|---|
| Self Employed | Dallas | TX | 11/1982 | Present |
| International Assets Advisory, Llc | Rockwall | TX | 05/2016 | 06/2023 |
| Independent Financial Group, Llc | Rockwall | TX | 06/2023 | Present |
| Epstein & Kolacz Wealth Management | Rockwall | TX | 12/1982 | Present |
(1) EPSTEIN & KOLACZ WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1982 ADDRESS: 2600 Ridge Road, Rockwall TX 75087, United States DESCRIPTION: Sales of Health, Life, and P&C Insurance (2) EKWM POSITION: Independent Contractor NATURE: Attorney, Legal Services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2024 ADDRESS: 2600 Ridge Road, Rockwall TX 75087, United States DESCRIPTION: Assist clients with completing Estate Planning documents for a fee. COLLEGE FUNDING SOLUTIONS INC POSITION: Independent Contractor NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 2600 Ridge Road, Rockwall TX 75087, United States DESCRIPTION: SALES OF THEIR NEGOIATION OF COLLEGE TUITION FOR CLIENTS CHILDREN
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-03 |
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