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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 | 2026-08-25 |
Branch Locations
660 N. Diamond Bar Blvd #268, Diamond Bar, CA 91765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crossroads Equipment Lease & Finance | Rancho Cucamonga | CA | 01/2020 | 12/2022 |
| Crossroads Equipment Lease & Finance | Phoenix | CA | 01/2023 | 06/2025 |
| Independent Financial Group, Llc | Diamond Bar | CA | 07/2026 | Present |
| Crossroads Equipment Lease & Finance | Phoenix | AZ | 06/2025 | 12/2025 |
| Unemployed | La Verne | CA | 07/2016 | 01/2020 |
| Unemployed | La Verne | CA | 01/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-17 |
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