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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-06-27 |
| TX | RA | APPROVED_RES | 2016-06-27 |
Branch Locations
1318 East Shaw Avenue Suite 200, Fresno, CA 93710 • 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 | Fresno | CA | 06/2016 | Present |
(1) BURKETT FARMS POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2016 ADDRESS: 2185 N Sorona Lane, Fresno CA 93722, United States DESCRIPTION: Farming and Farm management (2) CAPITAL FINANCIAL & INSURANCE SERVICES, INC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 06/24/2016 ADDRESS: 1318 East Shaw Avenue, Suite 200, Fresno CA 93710, United States DESCRIPTION: 100% OWNER OF DBA USED FOR MARKETING SECURITIES AND ADVISORY BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-09 |
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