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Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-08
TX RA APPROVED 2025-08-08
CA RA APPROVED 2024-12-20
  • CO RA
    APPROVED
    Since 2025-08-08
  • TX RA
    APPROVED
    Since 2025-08-08
  • CA RA
    APPROVED
    Since 2024-12-20

Branch Locations

2646 Santa Maria Way Suite 104, Santa Maria, CA 93455 • United States

X Advisors, Llc

2646 Santa Maria Way Suite 104, Santa Maria, CA 93455 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-03
  • CA RA
    APPROVED
    Since 2025-04-03

Branch Locations

2646 Santa Maria Way Suite 104, Santa Maria, CA 93455 • United States

2646 Santa Maria Way Suite 104, Santa Maria, CA 93455 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 02/2023 06/2023
Cambridge Investment Research, Inc. Fairfield IA 05/2022 06/2023
Kutztown University Recreation Center Kutztown PA 08/2018 04/2019
Pennsylvania State Employees Credit Union Kutztown PA 01/2020 08/2021
Sallie Mae Newark DE 06/2021 01/2022
Kutztown University Of Pennsylvania Kutztown PA 08/2018 06/2022
Unemployed Johannesburg 01/2018 08/2018
Jeppe High School For Boys Johannesburg 01/2013 12/2017
Pomona College Claremont CA 08/2023 05/2024
Pash & Benson International Encino CA 06/2024 Present
Independent Financial Group, Llc Encino CA 06/2024 Present
X Advisors, Llc Santa Maria CA 09/2024 Present
  • 02/2023 → 06/2023
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 05/2022 → 06/2023
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2018 → 04/2019
    Kutztown University Recreation Center
    Kutztown, PA
  • 01/2020 → 08/2021
    Pennsylvania State Employees Credit Union
    Kutztown, PA
  • 06/2021 → 01/2022
    Sallie Mae
    Newark, DE
  • 08/2018 → 06/2022
    Kutztown University Of Pennsylvania
    Kutztown, PA
  • 01/2018 → 08/2018
    Unemployed
    Johannesburg
  • 01/2013 → 12/2017
    Jeppe High School For Boys
    Johannesburg
  • 08/2023 → 05/2024
    Pomona College
    Claremont, CA
  • 06/2024 → Present
    Pash & Benson International
    Encino, CA
  • 06/2024 → Present
    Encino, CA
  • 09/2024 → Present
    Santa Maria, CA
Other Businesses

X ADVISORS, LLC POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 06/17/2024 ADDRESS: 2646 Santa Maria Way, Suite 104, Santa Maria CA 93455, United States DESCRIPTION: IAR ADVISOR ASSOCIATE POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/24/2024 ADDRESS: 2646 Santa Maria Way, Suite 104, Santa Maria CA 93455, United States DESCRIPTION: Marketing DBA For Financial Services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-30
  • S66 Uniform Combined State Law Examination
    2024-07-30

View on SEC IAPD

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