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Independent Financial Group, LLC CRD 7717
$12.9B regulatory AUM 301 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED_RES | 2026-02-09 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Smith | AR | 09/2016 | 03/2019 |
| L&S Supply, Inc. | Central City | AR | 09/2009 | 09/2016 |
| Edward Jones | St.LOuis | MO | 05/2019 | 02/2026 |
| Independent Financial Group Llc | Fort Smith | AR | 02/2026 | Present |
YOUR PURPOSE WEALTH & WELLNESS LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2026 ADDRESS: 212 Baylor Cir, Fort Smith AR 72908, United States DESCRIPTION: DBA for my securities business. HEART TO HEART PREGNANCY AND FAMILY CARE CENTER POSITION: Board member NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 417 S 16th St, Forth Smith AR 72901, United States DESCRIPTION: We meet monthly to discuss new and old business. We review and approve previous meeting's notes and current month financials. I am also on the planning committee for Heart of the Fort annual event. WESTERN ARKANSAS HUMAN RESOURCES ASSOCIATION POSITION: SHRM Foundation NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 70 S 7th St, Fort Smith AR 72901, United States DESCRIPTION: My responsibility is to raise funds at monthly meetings by bringing door prizes and raffling them off to attendees. PURPOSE PRESS LLC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 05/14/2026 ADDRESS: 212 Baylor Cir, Fort Smith AR 72908, United States DESCRIPTION: I am the author, publisher, editor, and marketer. I do all things for the books I publish. TOASTMASTERS POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 5111 Rogers Ave, Fort Smith AR 72903, United States DESCRIPTION: Vice President Public Relations My responsibility is to post on Facebook and drive traffic to our meetings. I will do this by posting pictures of meetings along with the theme for the week. I will also be interviewing each Toastmaster and spotlighting them either biweekly or monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-10 |
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