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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 | 2024-07-15 |
| TX | RA | APPROVED_RES | 2024-07-15 |
Branch Locations
175 Concourse Blvd. Suite A, Santa Rosa, CA 95403 • United States
12671 High Bluff Drive Suite 200, San Diego, CA 92130 • 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 |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 03/2007 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 07/2024 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 06/2024 |
| Independent Financial Group, Llc | Santa Rosa | CA | 07/2024 | Present |
RICHARD SOENNICHSEN LICENSED CALIFORNIA INSURANCE AGENT POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 06/01/1985 ADDRESS: 175 CONCOURSE BLVD. SUITE A, SANTA ROSA CA 95403 DESCRIPTION: LICENSED CALIFORNIA INSURANCE AGENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-15 |
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