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14259 Danielson St., Poway, CA 92064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-11 |
| CA | RA | APPROVED | 2024-02-02 |
Branch Locations
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, Llc | San Diego | CA | 02/2011 | Present |
| Capital Financial Consultants Group, Inc. | San Diego | CA | 03/2014 | 04/2024 |
| Blue Sky Capital Consultants Group, Inc. | Poway | CA | 04/2017 | Present |
| Blue Sky Capital Consultants Group, Inc. | Poway | CA | 01/2024 | Present |
(1) LICENSED INDEPENDENT INSURANCE AGENT (2) SW DANIELSON, LLC POSITION: Managing Member of the LLC which owns the building that is leased to CFCG. NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2008 ADDRESS: 14259 Danielson Street, Poway CA 92064, United States DESCRIPTION: Manage the building on behalf of the tenant which is CFCG (3) FINANCIAL PLANNING ASSOCIATION POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2000 ADDRESS: 14259 Danielson Street, Poway CA 92064, United States DESCRIPTION: (4) VOLUNTEER FOR FINANCIAL PLANNING ASSOCIATION- PROBONO FOR THE WOUNDED WARRIOR PROJECT PROVIDING BASIC FINANCIAL PLANNING FOR SERVICE MEMEBERS SUFFERING A CAREER ENDING INJURY DUE TO EXPERIENCE IN WAR ZONES SINCE 2011. INVESTMENT RELATED. APPROXIMATELY 3% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-03 |
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