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14259 Danielson St., Poway, CA 92064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-02 |
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 |
|---|---|---|---|---|
| Capital Financial Consultants Group, Inc | Poway | CA | 06/2014 | 03/2024 |
| Independent Financial Group, Llc | Poway | CA | 05/2015 | 05/2023 |
| Independent Financial Group, Llc | Poway | CA | 11/2014 | Present |
| Capital Financial Consultants Group, Inc | Poway | CA | 12/2022 | 03/2024 |
| Blue Sky Capital Consultants Group, Inc. | Poway | CA | 01/2024 | Present |
(1) Independent Financial Group (BD) Start Date 11/2014; Title Held: Registered Representative/Admin; Address: 12671 High Bluff Dr., Suite 200, San Diego, CA 92130; Number of hours per month during non trading hours: 8; Number hours per month during trading hours: 4 (2) BLUE SKY CAPITAL CONSULTANTS GROUP POSITION: Employee NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2017 ADDRESS: 14259 Danielson Street, Poway CA 92064, United States DESCRIPTION: Lead Planner / Client Services Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-11 |
| S65 | Uniform Investment Adviser Law Examination | 2011-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-25 |
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