Maximilian Chas Mann

Current Employers

Employment History

• 10/2017 → Present
  Npb Financial Group, Llc
  Burbank, CA
• 07/2017 → Present
  Professional Financial Advisors
  San Juan Capistrano, CA
• 08/2012 → 07/2017
  Ulus Private Jewish School
  Istanbul
• 07/2022 → Present
  Independent Financial Group, Llc
  San Juan Capistrano, CA

Previous Registrations

• 2018-02-09 → 2022-07-15
  Npb Financial Group, Llc
  San Juan Capistrano, CA

Other Businesses

(1) PROFESSIONAL FINANCIAL ADVISORS, INC. POSITION: Independent Contractor NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2018 ADDRESS: 30240 Rancho Viejo Rd; Ste A, San Juan Capistrano CA 92675, United States DESCRIPTION: OUTSIDE RIA. (2) PACIFIC CORPORATE CONSULTANTS, INC. POSITION: Independent Contractor NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 5 START DATE: 08/07/2017 ADDRESS: 30240 Rancho Viejo Rd; Ste A, San Juan Capistrano CA 92675, United States DESCRIPTION: TAX SERVICES. (3) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: 30240 Rancho Viejo Rd; Ste A, San Juan Capistrano CA 92675, United States DESCRIPTION: OUTSIDE INSURANCE. (4) MAXIMILIAN MANN POSITION: Owner NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: 30 Vista Encanta, San Clemente CA 92672, United States DESCRIPTION: Voiceover acting roles and reading for various voiceover jobs. (5) THE FINANCIAL MANN, INC. POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 02/17/2023 ADDRESS: 30240 Rancho Viejo Rd; Ste A, San Juan Capistrano CA 92675, United States DESCRIPTION: Business Entity for Tax/Investment Purposes, affiliated with RIA, Professional Financial Advisors, Inc. (6) THE FINANCIAL MANN, INC. (TAX PRACTICE) POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 02/17/2023 ADDRESS: 30240 Rancho Viejo Rd; Ste A, San Juan Capistrano CA 92675, United States DESCRIPTION: Business Entity for Tax/Investment Purposes, associated to the tax practice from Pacific Corporate Consultants, Inc. THE FINANCIAL MANN, INC. POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 8 START DATE: 03/06/2023 ADDRESS: 30240 Rancho Viejo Rd; Ste A, San Juan Capistrano CA 92675, United States DESCRIPTION: Light Bookkeeping and accounting for some small businesses as well as working with Pacific Corporate Consultants Inc. for tax preparation.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-09

Designations