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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-11 |
| CO | RA | APPROVED | 2023-05-05 |
Branch Locations
860 Tabor Street Suite 203, Lakewood, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Golden | CO | 02/2009 | 09/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2019 | 05/2023 |
| Summit Financial Group | Golden | CO | 06/2019 | 05/2021 |
| Independent Financial Group, Llc | Golden | CO | 05/2023 | Present |
1) BARTLEYS WEALTH MANAGEMENT POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 03/30/2011 ADDRESS: 860 Tabor Street, Suite 203, Lakewood CO 80401, United States DESCRIPTION: PAYING BILLS, PROCESSING PAYROLL, FILING TAX FILINGS AND PAYMENTS. (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/30/2011 ADDRESS: 1030 Johnson Road, Suite 120, Golden CO 80401, United States DESCRIPTION: OUTSIDE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-04 |
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