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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-20 |
Branch Locations
9700 Business Park Dr Ste 204, Sacramento, CA 95827 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Advocates | Sacramento | CA | 06/2023 | 10/2023 |
| Remotelink Solutions | San Diego | CA | 08/2022 | 06/2023 |
| Smart And Final | Danville | CA | 06/2022 | 08/2022 |
| Full-Time Study Abroad Education | Milan | 01/2022 | 06/2022 | |
| Full-Time Student | San Diego | CA | 08/2021 | 01/2022 |
| Dick's Sporting Goods | San Diego | CA | 05/2021 | 08/2021 |
| Education | San Diego | CA | 08/2020 | 05/2021 |
| Safeway | Danville | CA | 03/2020 | 08/2020 |
| Full-Time Education | San Diego | CA | 08/2019 | 03/2020 |
| Big 5 Sporting Goods | San Ramon | CA | 06/2019 | 08/2019 |
| Full-Time Student | San Diego | CA | 08/2018 | 06/2019 |
| Lotus Thai Food | Danville | CA | 05/2018 | 08/2018 |
| Full-Time Student | Danville | CA | 08/2012 | 05/2018 |
| Independent Financial Group, Llc | Sacramento | CA | 10/2023 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | 07/2026 |
| Cetera Advisors Llc | Greenwood Village | CO | 10/2025 | 07/2026 |
| Independent Financial Group, Llc | Sacramento | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-11 |
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