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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-04-07 |
| TX | RA | APPROVED_RES | 2015-10-12 |
| CA | RA | APPROVED | 2015-10-09 |
Branch Locations
142 N San Gabriel Blvd #B, San Gabriel, CA 91775 • United States
660 N. Diamond Bar Blvd #268, Diamond Bar, CA 91765 • United States
2 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 |
|---|---|---|---|---|
| Independent Financial Group | San Gabriel | CA | 09/2015 | Present |
(1) JTW FINANCIAL SERVICES, INC. POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2005 ADDRESS: 142 N San Gabriel Blvd, #b, San Gabriel CA 91775, United States DESCRIPTION: 100% OWNER OF DBA JTW FINANCIAL SERVICES,USED FOR MARKETING PURPOSES (2) RENTAL PROPERTY POSITION: Rental property owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 3809 CLARKSON ST, RIVERSIDE CA 92501, United States DESCRIPTION: 100% OWNER OF A RENTAL PROPERTY IN RIVERSIDE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
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