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915 W. Imperial Highway, Suite 160, Brea, CA 92821 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-10-31 |
Branch Locations
915 W. Imperial Highway, Suite 160, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sackett Financial Group | Brea | CA | 12/1987 | Present |
| Nationwide Controls, Inc. | Brea | CA | 12/2010 | Present |
| Independent Financial Group | Brea | CA | 01/2012 | 10/2017 |
| Sackett Wealth Advisors, Inc | Brea | CA | 10/2017 | Present |
(1) 100% OWNER OF DBA "SACKETT FINANCIAL GROUP" PROVIDING TAX AND ACCOUNTING SERVICES, PAYROLL, BUSINESS CONSULTING, SECURITIES AND INVESTMENT ADVISORY SERVICES, AND LONG TERM CARE, LIFE AND DISABILITY INSURANCE. SINCE DECEMBER 1987. INVESTMENT RELATED. APPROXIMATELY 50% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (2) 3% OWNER/PRESIDENT/BOARD OF DIRECTORS OF "NATIONWIDE CONTROLS, INC DBA CONTROL CENTRAL" SUPERVISING STAFF OF OUTSIDE CONTRACTORS WHO DEVELOP AND MAINTAIN AN E-COMMERCE WEBSITE SELLING HVAC CONTROL SYSTEMS SINCE 2010. NON-INVESTMENT RELATED. 9% TIME SPENT. BUSINESS CONDUCTED AT 915 W. IMPERIAL HIGHWAY, SUITE 160 BREA, CA 92821. (3) BOARD OF DIRECTORS FOR "TEMPACO" A DISTRIBUTOR OF PROPANE AND NATURAL GAS PRODUCTS SINCE 2003. NON-INVESTMENT RELATED. APPROXIMATELY 1% TIME SPENT. BUSINESS CONDUCTED AT 1701 ALDEN ROAD, ORLANDO, FL 32803. (4) 100% OWNER OF "PGD, LLC", "DLA, LLC", & "DRE, LLC" ENTITIES CREATED FOR THE ADMINITRATION AND MANAGEMENT OF REAL ESTATE. SINCE DECEMBER 2012. NON-INVESTMENT RELATED. 1% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-17 |
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