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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2019-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor & Padgett Royal Alliance | Prescott | AZ | 04/2014 | 12/2018 |
| Royal Alliance | Prescott | AZ | 07/2015 | 01/2019 |
| Independent Financial Group | Prescott | AZ | 01/2019 | Present |
(1) NOTARY PUBLIC POSITION: Notary NATURE: Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2016 ADDRESS: 1555 Plaza West, Prescott AZ 86303, United States DESCRIPTION: NOTARY PUBLIC FOR CLIENTS. (2) PADGETT & PEREA LLC POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2016 ADDRESS: 1555 Plaza West, Prescott AZ 86303, United States DESCRIPTION: 50% OWNER OF PADGETT & PEREA LLC PROVIDING BOOKING, ACCOUNTING, AND TAX PREPARATION. TAYLOR & PADGETT FINANCIAL GROUP POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 01/31/2025 ADDRESS: 1555 Plaza West, Prescott AZ 86303, United States DESCRIPTION: Operational support and client services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-08 |
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