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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial | Woodbury | MN | 09/2008 | 01/2017 |
| Sii Investments | Rice Lake | WI | 01/2017 | 12/2017 |
| Independent Financial Group | Rice Lake | WI | 12/2017 | Present |
(1) MICHAEL MARTIN POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2020 ADDRESS: 610 W. Knapp Street, Rice Lake WI 54868, United States DESCRIPTION: Sale of funeral trust insurance. (2) MARTIN FINANCIAL SERVICES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2020 ADDRESS: 610 W. Knapp Street, Rice Lake WI 54868, United States DESCRIPTION: IAR AND REGISTERED REPRESENTATIVE OF DBA USED FOR MARKETING PURPOSES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-04 |
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