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28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-01-02 |
| MA | RA | APPROVED | 2019-06-12 |
| CO | RA | APPROVED | 2019-02-06 |
| IL | RA | APPROVED | 2019-02-06 |
| CA | RA | APPROVED | 2014-01-09 |
Branch Locations
28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States
500 La Terraza Blvd Suite 150, Escondido, CA 92025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kerby Financial Services Inc | Escondido | CA | 01/2005 | Present |
| Jon Alan Kerby | Escondido | CA | 08/1992 | Present |
| Tcfg Wealth Management, Llc | Laguna Niguel | CA | 08/2013 | Present |
| Tcfg Insurance Solutions, Llc | Laguna Niguel | CA | 08/2013 | Present |
| Tcfg Investment Advisors, Llc | Laguna Niguel | CA | 08/2013 | Present |
Kerby Financial Services | Not investment related | 1/1/2005 | President | Escondido, CA | 240-300 hours | Tax preparation and planning/Bookkeeping | TCFG Insurance Solutions | Not investment related | 9/1/2013 | Licensed insurance agent | Escondido, CA | Commissions | Life and Disability insurance | TCFG Investment Advisors | Investment related | Advisory Services |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-11 |
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