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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
TX RA APPROVED_RES 2025-12-02
AZ RA APPROVED 2024-06-06
CA RA APPROVED 2010-05-13
  • TX RA
    APPROVED_RES
    Since 2025-12-02
  • AZ RA
    APPROVED
    Since 2024-06-06
  • CA RA
    APPROVED
    Since 2010-05-13

Branch Locations

940 South Coast Drive Suite 125, Costa Mesa, CA 92626 • United States

Tucson, AZ • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Stone Ins Services Pasadena CA 01/1979 08/2025
Independent Financial Group San Diego CA 04/2010 Present
Stonekimbro Irvine CA 02/2022 08/2025
  • 01/1979 → 08/2025
    Stone Ins Services
    Pasadena, CA
  • 04/2010 → Present
    Independent Financial Group
    San Diego, CA
  • 02/2022 → 08/2025
    Stonekimbro
    Irvine, CA
Previous Registrations
  • 2022-02-25 → 2025-06-19
    Stonekimbro
    Costa Mesa, CA
  • 2005-12-01 → 2010-04-29
    Afa Advisor Services Llc
    Pasadena, CA
    Calabasas, CA
  • 2005-10-31 → 2005-11-07
    Osaic Services, Inc.
    Pasadena, CA
  • 1998-11-30 → 2005-10-31
    Sentra Securities Corporation
    Pasadena, CA
Other Businesses

STONEKIMBRO FINANCIAL SERVICES POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2020 ADDRESS: 940 South Coast Drive, Suite 125, Costa Mesa CA 92626, United States DESCRIPTION: Running the business side of the enterprise as well as supervision duties, managing key client relationships, new business development & Overseeing and coaching as well as the Chairman of the Board. No D2D activities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-02
  • S66 Uniform Combined State Law Examination
    2002-10-02
Designations

View on SEC IAPD

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