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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_RES | 2025-08-12 |
| ID | RA | APPROVED | 2022-10-03 |
Branch Locations
500 E Shore Drive Suite 110, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hopkins And Company | Anaheim Hills | CA | 10/2015 | 09/2017 |
| Weir Canyon Honda Acura | Anaheim | CA | 01/2018 | 06/2018 |
| Dennis Dillon Gmc | Boise | ID | 12/2018 | 07/2021 |
| Unemployed | Chino Hills | CA | 02/2011 | 02/2017 |
| Unemployed | Boise | ID | 07/2018 | 12/2018 |
| Unemployed | Meridian | ID | 07/2021 | 12/2021 |
| Unemployed | Boise | ID | 09/2017 | 01/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2021 | 08/2022 |
| Northwestern Mutual Investment Services Llc | Boise | ID | 02/2022 | 08/2022 |
| Independent Financial Group, Llc | Boise | ID | 08/2022 | Present |
(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/25/2022 ADDRESS: 910 W Main Street Suite 337, Boise ID 83702, United States DESCRIPTION: OUTSIDE INSURANCE. (2) HOPKINS WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/11/2022 ADDRESS: 910 W Main Street Suite 337, Boise ID 83702, United States DESCRIPTION: DBA NAME FOR MARKETING. (3) HOPKINS TAX AND WEALTH MANAGEMENT INC. POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/01/2023 ADDRESS: 877 W Main St., Suite 606, Boise ID 83702, United States DESCRIPTION: Tax preparation. INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/25/2022 ADDRESS: 877 W Main St., Suite 606, Boise ID 83702, United States DESCRIPTION: OUTSIDE INSURANCE. HOPKINS WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/11/2022 ADDRESS: 877 W Main St., Suite 606, Boise ID 83702, United States DESCRIPTION: Insurance and investment application completion. File organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-27 |
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