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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 | 2025-01-08 |
Branch Locations
1370 Brea Blvd., Suite 259, Fullerton, CA 92835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Fullerton | CA | 01/2009 | 04/2018 |
| Independent Financial Group | Fullerton | CA | 04/2018 | Present |
(1) ST. JUDE MEMORIAL HOSPITAL POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 101 E Valencia Mesa, Fullerton CA 92835, United States DESCRIPTION: (1) BOARD MEMBER OF ST. JUDE S MEMORIAL, NON-PROFIT ORGANIZATION SINCE 01/2017. NOT INVESTMENT RELATED. LESS THAN 1% OF TIME SPENT. BUSINESS CONDUCTED AT 1440 N HARBOR BLVD, #200, FULLERTON, CA 92835 (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1800 ADDRESS: 1370 Brea Blvd., Suite 259, Fullerton CA 92835, United States DESCRIPTION: (2) INSURANCE AGENT OFFERING LIFE, HEATH AND DISABILITYSINCE 1990. NOT INVESTMENT RELATED. APPROX 3% OF TIME SPENT. ACTIVITES CONDUCTED AT OFFICE ADDRESS OF RECORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-04 |
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