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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-08 |
| MI | RA | APPROVED | 2010-11-23 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 07/2009 | Present |
(1) REAL ESTATE POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 6 START DATE: 08/01/2013 ADDRESS: 2836 West Jefferson, Trenton MI 48183, United States DESCRIPTION: 50% OWNER OF RENTAL PROPERTY WITHIN EXECUTIVE OFFICE SUITES OF TRENTON (2) DIXON AND ASSOCIATES POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/04/1995 ADDRESS: 2836 West Jefferson, Trenton MI 48183, United States DESCRIPTION: DBA NAME USED FOR MARKETING PURPOSES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1982-10-14 |
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