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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 | 2019-09-03 |
Branch Locations
420 E. Kettleman Lane Suite 3, Lodi, CA 95240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dedicated Financial And Insurance Services | Lodi | CA | 01/2017 | Present |
| Independent Financial Group | Lodi | CA | 05/2019 | Present |
| California State University East Bay | Hayward | CA | 08/2015 | 05/2019 |
(1) INSURANCE AGENT POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 24 START DATE: 01/01/2017 ADDRESS: 400 E Kettleman Ln., Ste. 20, Lodi CA 95240, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (2) DEDICATED FINANCIAL AND INSURANCE SERVICES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 136 SECURITIES TRADING HOURS: 136 START DATE: 10/01/2019 ADDRESS: 420 E. Kettleman Lane, Suite 3, Lodi CA 95240, United States DESCRIPTION: REGISTEREDREPRESENTATIVEFOR DBA DEDICATED FINANCIAL AND INSURANCE SERVICES SINCE 2019. INVESTMENT RELATED. 85% OF TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (3) VETERANS OF OAKLEY POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/04/2019 ADDRESS: 215 2nd Street, Oakley CA 94561, United States DESCRIPTION: Keep a book of minutes of all meetings and actions of directors and committees of directors. (4) BUSINESS NETWORKING INTERNATIONAL POSITION: Chapter Vice President NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 6 START DATE: 01/26/2024 ADDRESS: 609 1st St, Brentwood CA 94513, United States DESCRIPTION: Attend weekly group meetings and member to member meetings with the purpose of networking with other local businesses and centers of influence. Additional duties include reviewing applications for prospective group members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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