Ittai Dvir

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Plotkin Financial Advisors
  Chevy Chase, MD
• 10/2011 → Present
  Independent Financial Group
  Chevy Chase, MD

Previous Registrations

• 2010-03-29 → 2022-01-11
  Peakstone Financial Advisors
  Chevy Chase, MD

Other Businesses

(1) ID FINANCIAL ADVISORS, INC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2014 ADDRESS: 8401 Connecticut Avenue, Suite 400, Chevy Chase MD 20815, United States DESCRIPTION: Conduit entity for tax and investment purposes. (2) WHITE SANDS CAPITAL, LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2019 ADDRESS: 9120 Kittery Lane, Bethesda MD 20817, United States DESCRIPTION: 50% owner of entity which holds investment real estate and rental properties. (3) MONARCH GLOBAL PARTNERS, LLC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/07/2016 ADDRESS: 8401 Connecticut Avenue, Suite 400, Chevy Chase MD 20815, United States DESCRIPTION: 50% owner of entity offering institutional marketing and referrals (4) ID FINANCIAL ADVISORS, INC POSITION: Officer/Director NATURE: Consulting Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2014 ADDRESS: 8401 Connecticut Avenue, Suite 400, Chevy Chase MD 20815, United States DESCRIPTION: 100% Owner of DBA ID Financial Advisor INC., providing Consulting to Israel based Bridge Equity fund. (5) SENTINEL FINANCIAL GROUP POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2021 ADDRESS: 909 Rose Avenue #400, North Bethesda MD 20852, United States DESCRIPTION: Sentinel Financial Group will be an IAR of IFG RIA. The company will provide financial planning and asset management to families and business owners. (6) QUANTUM INFRASTRUCTURE PARTNERS POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 12/01/2025 ADDRESS: 8001 Overhill Rd, Bethesda MD 20814, United States DESCRIPTION: Quantum Infrastructure will be involved in real estate development projects. My role is to make business connections with real estate companies, land owners and finance institutions and banks.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-29

Designations

• Certified Financial Planner

Other Names

• Ittai Dvir