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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-23 |
| TX | RA | APPROVED_RES | 2018-10-22 |
Branch Locations
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | New Port Richey | FL | 03/2005 | 10/2018 |
| Independent Financial Group | Trinity | FL | 10/2018 | Present |
(1) WEALTHBUILDERS FINANCIAL GROUP INC POSITION: Agent/Representative NATURE: Consulting Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 12/05/1998 ADDRESS: 2154 Seven Springs Blvd., Trinity FL 34655, United States DESCRIPTION: 100% OWNER OF DBA WEALTHBUILDERS FINANCIAL FOR MARKETING PURPOSES (2) RENTAL PROPERTY POSITION: Agent/Representative NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/05/2005 ADDRESS: 2154 Seven Springs Blvd., Trinity FL 34655, United States DESCRIPTION: (3) 100% OWNER OF COMMERCIAL REAL ESTATE RENTAL PROPERTY SINCE 2005. INVESTMENT RELATED, TIME SPENT 1%. ACTIVITIES CONDUCTED AT OFFICE ADDRESS OF RECORD. (3) BRADFORD PARK ASSOCIATION POSITION: Agent/Representative NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/05/2005 ADDRESS: 2154 Seven Springs Blvd., Tarpon Springs FL 34689, United States DESCRIPTION: TREASURER FOR HOA FOR BRADFORD PARK ASSOCIATION. (5) INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 03/18/1999 ADDRESS: 2154 Seven Springs Blvd., Trinity FL 34655, United States DESCRIPTION: INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE (6) REFUGE CHURCH POSITION: Volunteer NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/22/2026 ADDRESS: 5320 Palmetto Rd, New Port Richey FL 34652, United States DESCRIPTION: Teaching Financial Peace University Sunday School at our Church. Doing pro-bono, will report to CFP board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-02 |
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