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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 | 2022-07-15 |
| NV | RA | APPROVED | 2022-07-15 |
Branch Locations
30240 Rancho Viejo Rd; Ste A, San Juan Capistrano, CA 92675 • United States
30240 Rancho Viejo Road Suite A, San Juan Capistrano, CA 92675-1515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-02 |
| CA | RA | APPROVED | 1997-07-08 |
Branch Locations
30240 Rancho Viejo Road Suite A, San Juan Capistrano , CA 92675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Financial Advisors Inc | San Juan Capistrano | CA | 09/1983 | Present |
| Npb Financial Group, Llc | Burbank | CA | 03/2016 | Present |
| Independent Financial Group, Llc | San Juan Capistrano | CA | 07/2022 | Present |
(1) PROFESSIONAL FINANCIAL ADVISORS, INC POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 8 START DATE: 09/01/1983 ADDRESS: 30240 Rancho Viejo Rd; Ste A, San Juan Capistrano CA 92675, United States DESCRIPTION: RIA. (2) PACIFIC CORPORATE CONSULTANTS, INC POSITION: Officer/Director NATURE: Pension Related Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2000 ADDRESS: 30240 Rancho Viejo Rd; Ste A, San Juan Capistrano CA 92675, United States DESCRIPTION: Pension Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-02 |
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