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Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-06
  • CA RA
    APPROVED
    Since 2025-01-06

Branch Locations

660 N. Diamond Bar Blvd #268, Diamond Bar, CA 91765 • United States

142 N San Gabriel Blvd #B, San Gabriel, CA 91775 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ibs Electronics Santa Ana CA 10/2016 11/2016
Independent Financial Group San Diego CA 12/2016 Present
  • 10/2016 → 11/2016
    Ibs Electronics
    Santa Ana, CA
  • 12/2016 → Present
    Independent Financial Group
    San Diego, CA
Other Businesses

(1) BANNY FINANCIAL SERVICES POSITION: Employee NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2018 ADDRESS: 660 N. Diamond Bar Blvd #268, Diamond Bar CA 91765, United States DESCRIPTION: EMPLOYEE OF BANNY FINANCIAL SERVICES (2) INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2018 ADDRESS: 660 N. Diamond Bar Blvd #268, Diamond Bar CA 91765, United States DESCRIPTION: INSURANCE AGENT OFFERING INSURANCE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-18
  • S66 Uniform Combined State Law Examination
    2017-07-18
Other Names
  • Kevin Wang

View on SEC IAPD

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