Kerry Wesley Tanner

Current Employers

Employment History

• 04/2005 → Present
  Independent Financial Group, Llc
  Sun City West, AZ
• 04/2005 → Present
  Independent Financial Group, Inc
  Sun City West, AZ
• 04/1999 → Present
  Kerry Tanner
  Sun City West, AZ

Previous Registrations

• 2005-04-15 → 2005-10-21
  Independent Financial Group, Llc
  Sun City West, AZ
• 2002-04-11 → 2005-04-29
  Sentra Securities Corporation
  Sun City West, AZ

Other Businesses

(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/15/2005 ADDRESS: 1968 E. E Baseline Road, Suite F-104, Tempe AZ 85283, United States DESCRIPTION: 2) AZ INSURANCE AGENT OFFERING LIFE, HEALTH, AND LONG TERM CARE INSURANCE SINCE 1981. INVESTMENT RELATED. APPROXIMATELY 10% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (2) KERRY TANNER POSITION: Independent Contractor NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 04/15/2005 ADDRESS: 1968 E. Baseline Road, Suite F-104, Tempe AZ 85283, United States DESCRIPTION: TAX PREPARER/OWNER DBA KERRY TANNER PROVIDING TAX PREPARATION (3) TRUST DOCS ONLINE POSITION: Independent Contractor NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/21/2020 ADDRESS: 1968 E. Baseline Road, Suite F-104, Tempe AZ 85283, United States DESCRIPTION: Assist clients with data gathering and submitting information to Trust Docs Online. (4) HOMEOWNERS BOARD POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2020 ADDRESS: 4781 W New World Dr, Glendale AZ 85302, United States DESCRIPTION: Attend Homeowners Board Meetings monthly and occasional other meetings. (5) K.W. TANNER, INC. POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2002 ADDRESS: 1968 E. E Baseline Road, Suite F-104, Tempe AZ 85283, United States DESCRIPTION: Oversight of income and expenses.

Exams

• S66 Uniform Combined State Law Examination
  2004-05-20
• S63 Uniform Securities Agent State Law Examination
  1981-11-04

Designations