Leilani Harwood

Current Employers

Employment History

• 11/2012 → 06/2019
  Independent Financial Group, Llc
  San Juan Capistrano, CA
• 08/2014 → 06/2019
  Capital Financial Consultants Group
  San Juan Capistrano, CA
• 06/2019 → 07/2021
  D.M. Brenner, Inc.
  Solana Beach, CA
• 07/2019 → 10/2020
  Fortune Financial Services, Inc.
  Solana Beach, PA
• 07/2021 → 09/2024
  L.M. Harwood, Inc Dba F.A.I.T.H. Driven Planning
  Aliso Viejo, CA
• 09/2024 → Present
  Blue Sky Capital Consultants Group, Inc.
  Poway, CA
• 07/2024 → Present
  Independent Financial Group, Llc
  Poway, CA

Previous Registrations

• 2021-08-25 → 2024-09-25
  F.A.I.T.H. Driven Planning
  Aliso Viejo, CA
• 2019-07-08 → 2021-07-21
  D. M. Brenner, Inc.
  Aliso Viejo, CA
  Solana Beach, CA
• 2018-04-20 → 2019-05-28
  Independent Financial Group, Llc
  Poway, CA
  San Juan Capistrano, CA
  San Juan Capistrano, CA

Other Businesses

(1) L.M. Harwood, Inc. dba F.A.I.T.H. Driven Insurance Services (not affiliated w/ Blue Sky) 120 Vantis Drive 300 Aliso Viejo, CA 92656 Owner, Insurance Agent 01/2023 to present 10hrs a month not during trading hours Group Insurance Services - Health, Dental, Vision, Life & Disability Provide group insurance services for Small Businesses Not investment related (2) AMERICAN YOUTH SOCCER ORGANIZATION (AYSO) POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 2 START DATE: 12/15/2024 ADDRESS: 42 Vellisimo Dr, Aliso Viejo CA 92656, United States DESCRIPTION: I'm a volunteer executive member of AYSO, responsible for overseeing the Soccer Program for the city of Aliso Viejo; All aspects of setting up seasonal programs, in-season activities, and post-season activities; duties and responsibilities include but not limited to securing field permits, equipment, promoting program registration, recruiting volunteers, soliciting sponsorships, ensuring the safety of its players, volunteers and spectators. (3) CO-TRUSTEE FOR DOLORES CAASI FAMILY TRUST POSITION: Co-trustee with my grandmother, Dolores Caasi NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 42 Vellisimo Dr, Aliso Viejo CA 92656, United States DESCRIPTION: Co-trustee with my grandmother; role is to ensure my grandmother's intentions and wishes are carried out and her children do not manipulate her into changing terms of her estate

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-19
• S63 Uniform Securities Agent State Law Examination
  2009-04-20

Designations

Other Names

• Leilani M Marques
• Leilani M Harwood