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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 | 2023-01-18 |
| CA | RA | APPROVED | 2023-01-17 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | La Jolla | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | La Jolla | CA | 11/2016 | 02/2017 |
| Wedbush Securities Inc. | San Diego | CA | 02/2017 | 12/2022 |
| Independent Financial Group, Llc | San Diego | CA | 12/2022 | Present |
(1) CHACHAS LAND CO INC. POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/30/1991 ADDRESS: SAN DIEGO CA , United States DESCRIPTION: Board Member. (2) COMSTOCK LAND AND MINING LLC POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2002 ADDRESS: ELY NV, United States DESCRIPTION: Board Member. (3) RENTAL PROPERTY POSITION: owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 5006 Ashley Falls Court, San Diego CA 92130, United States DESCRIPTION: I am the owner of a rental property, I am responsible for renting the property, maintenance and upkeep. (4) GREGORY J CHACHAS JR REVOCABLE TRUST U/D/T9/9/1997 POSITION: Grantor, TTEE of the Gregory J Chachas Jr. Revocable Trust /U/D/T 9//9/1997 NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/09/1997 ADDRESS: 5006 Ashley Falls Court, San Diego CA 92130, United States DESCRIPTION: Manage my personal assets.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-07-19 |
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