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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 | 2024-12-03 |
Branch Locations
12671 High Bluff Dr Ste 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 07/2015 | 04/2022 |
| Lpl Financial | San Diego | CA | 04/2022 | 12/2022 |
| Financial Sense Securities, Inc. | San Diego | CA | 01/2022 | 11/2024 |
| Independent Financial Group, Llc | San Diego | CA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-15 |
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