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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-06-28 |
| TX | RA | APPROVED | 2019-06-28 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2009 | 06/2019 |
| Independent Financial Group | Manhattan | KS | 06/2019 | Present |
(1) URBAN HOLDINGS LLC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No #HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/25/2019 DESCRIPTION: OWNER OF URBAN HOLDINGS LLC ENTITY FOR TAX PURPOSES (2) AMICUS WEALTH PARTNERS POSITION: Officer NATURE: DBA for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/25/2019 DESCRIPTION: DBA FOR MARKETING PURPOSES. (3) WYNDHAM HEIGHTS HOMEOWNERS ASSOCIATION POSITION: Officer/Director NATURE: Board Member (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 DESCRIPTION: MEMBER OF THE BOARD OF DIRECTORS. (4) URBAN FARM OIL ROYALTIES POSITION: co-owner with my husband. NATURE: Other: INVESTMENT RELATED: No #HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/09/1993 DESC: 50% PASSIVE OWNER OF URBAN FARM OIL ROYALTIES, FAMILY-OWNED FARMLAND (5) DAVID URBAN FARM POSITION: co-owner with my husband NATURE: Other: INVESTMENT RELATED: No # HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/09/1993 DESC: GRAIN AND CATTLE OPERATION. (6) GREATER MANHATTAN COMMUNITY FOUNDATION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No #HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 DESC: INVESTMENT REVIEW COMMITTEE VOLUNTEER. (7) BIG BROTHERS/BIG SISTERS - COMMUNITY LEADERSHIP COUNCIL: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/20/2020 DESC: 1. Building Local Volunteer and Fundraising Capacity; 2. Functioning as a Champion for KSBBBS within our local community; 3. Providing advice, feedback, and program selection for local KSBBBS staff. (8) OUTSIDE INSURANCE: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2022 DESC: Outside insurance with Sibbel Insurance Group. (9) MANHATTAN CHAMBER OF COMMERCE FOUNDATION POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 DESC: Board member. (10) LENDEDU EXPERT REVIEW POSITION: Independent Contractor NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/30/2023, United States DESCRIPTION: Review editorial content. (11) MANHATTAN PARKS AND RECREATION FOUNDATION POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2023 DESCRIPTION: BOARD MEMBER (12) FAIRY GODMOTHERS BOARD, FINANCE AND GRANTS COMMITTEE POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2023 ADDRESS: 555 Poyntz Ave, Unit 269, Manhattan KS 66502, United States DESCRIPTION: Board Member to the Greater Manhattan Community Foundation. (2) PINETREE ACCOUNTING SERVICES LLC POSITION: Referring clients for tax and accounting services NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/04/2024 ADDRESS: 4697 S Renaissance Dt, Gilbert AZ 85297, United States DESCRIPTION: Duties may include facilitating communication between clients and sharing client approved information for tax and/or accounting services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-15 |
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