Best Investors
Account
Sign in
Independent Financial Group, LLC CRD 7717
$12.9B regulatory AUM 301 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | San Diego | CA | 07/2024 | Present |
| Park Avenue Securities | Melville | NY | 08/2023 | 07/2024 |
| Wealth Advisory Group | Latham | NY | 08/2023 | 07/2024 |
| Unemployed | Latham | NY | 04/2023 | 07/2023 |
| Northwestern Mutual | Oswego | NY | 09/2022 | 07/2023 |
| Beliveau Mechanical | Albany | NY | 01/2020 | 08/2022 |
| Student | Ballston Lake | NY | 01/2014 | 01/2022 |
PRONOVA POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2025 ADDRESS: 450 J St., Unit 6071, San Diego CA 92101, United States DESCRIPTION: DBA for financial practice under IFG.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-21 |
Reach out to this advisor