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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 2024-06-14
  • CA RA
    APPROVED
    Since 2024-06-14

Branch Locations

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

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Group, Llc San Diego CA 03/2024 Present
California State University Of San Marcos San Marcos CA 08/2023 Present
Diversy Fund Inc. San Diego CA 11/2021 02/2024
Viasat Inc Carlsbad CA 10/2020 11/2021
Mckinney Capital Carlsbad CA 01/2021 06/2021
Niki Group San Diego CA 06/2020 10/2020
Cucina Enoteca Del Mar CA 10/2019 10/2020
Searsucker San Diego CA 07/2011 10/2019
  • 03/2024 → Present
    San Diego, CA
  • 08/2023 → Present
    California State University Of San Marcos
    San Marcos, CA
  • 11/2021 → 02/2024
    Diversy Fund Inc.
    San Diego, CA
  • 10/2020 → 11/2021
    Viasat Inc
    Carlsbad, CA
  • 01/2021 → 06/2021
    Mckinney Capital
    Carlsbad, CA
  • 06/2020 → 10/2020
    Niki Group
    San Diego, CA
  • 10/2019 → 10/2020
    Cucina Enoteca
    Del Mar, CA
  • 07/2011 → 10/2019
    Searsucker
    San Diego, CA
Designations

View on SEC IAPD

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