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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 | 2015-07-17 |
| CA | RA | APPROVED | 2006-04-03 |
Branch Locations
41870 Kalmia Street Ste. 155, Murrieta, CA 92562 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 03/2006 | Present |
| Lebaron Financial Group, Inc. | Temecula | CA | 03/2006 | Present |
(1) LEBARON FINANCIAL GROUP, INC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2005 ADDRESS: 41870 Kalmia Street, Ste. 155, Murrieta CA 92562, United States DESCRIPTION: 100% OWNER OF DBA LEBARON FINANCIAL GROUP, INC OFFERING SALES OF INDIVIDUAL AND GROUP LIFE, DISABILITY, MEDICAL, DENTAL, AND LONG TERM CARE INSURANCE, 401Ks, ANNUITIES, ESTATE PLANNING, TRUST PLANNING, ASSET ALLOCATION, TAX PLANNING, MORTGAGES AND MEDI-CAL PLANNING SERVICES, SINCE 01/2005, INVESTMENT RELATED, APPROX 90% TIME SPENT, BUSINESS CONDUCTED FROM OFFICE ADDRESS OF RECORD (2) STEVE LEBARON POSITION: Independent Contractor NATURE: Attorney, Legal Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 03/28/2018 ADDRESS: 41870 Kalmia Street, Ste. 155, Murrieta CA 92562, United States DESCRIPTION: Referral to Anchor Legal, PC for Estate Planning design, structure, and document preparation services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-05 |
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