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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 | 2025-01-06 |
| TX | RA | APPROVED_RES | 2015-04-10 |
Branch Locations
15145 Woodlawn Avenue, Suite 100, Tustin, CA 92780 • United States
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 |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 04/2010 | Present |
(1) COUYOUMJIAN PROPERTIES LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2004 ADDRESS: 15145 Woodlawn Avenue, Suite 100, Tustin CA 92780, United States DESCRIPTION: 50% OWNER OF COUYOUMJIAN PROPERTIES LLC FOR REAL ESTATE HOLDINGS; SINCE 2004. BUSINESS CONDUCTED FROM OFFICE ADDRESS OF RECORD. (2)INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 07/01/2004 DESCRIPTION: (4) CA INSURANCE AGENT OFFERING LIFE/HEALTH/DISABILITY SINCE 07/2004. BUSINESS CONDUCTED FROM OFFICE ADDRESS OF RECORD. Presenting and running illustrations for life insurance and long term care. (3) CINERGY FINANCIAL, INC. POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2012 ADDRESS: 15145 Woodlawn Avenue, Suite 100, Tustin CA 92780, United States DESCRIPTION: 100% OWNER/INVESTMENT ADVISOR REPRESENTATIVE DBA CINERGY FINANCIAL, INC. PROVIDING ASSET ALLOCATION, FINANCIAL PLANNING, ESTATE/TAX PLANNING, SAFE SALES AND FILING SYSTEM SINCE JANUARY 2012. INVESTMENT RELATED. APPROXIMATELY LESS THAN 10% TIME SPENT This is a shell company set up for payroll (4) CINERGY FINANCIAL PUBLICATION POSITION: Cindy Couyoumjian is 100% owner of Cinergy Financial NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HRS: 5 SECURITIES TRADING HOURS: 2 START DATE: 03/02/2020 DESCRIPTION: Publication for sale (5) CINERGY FINANCIAL MEDIA INTERVIEWS POSITION: Agent/Representative NATURE: Public Speaking INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 08/27/2020 DESCRIPTION: Media Interviews to promote new publication (6) BOOKS POSITION: Author NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2020 ADDRESS: 15145 Woodlawn Avenue, Suite 100, Tustin CA 92780, United States DESCRIPTION: author of three books (7) THE SOCIETY FOR FINANCIAL AWARENESS POSITION: Educator NATURE: Public Speaking INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 3914 Murphy Canyon Rd, Suite A125, San Diego CA 92123, United States DESCRIPTION: Educating the employees of companies on Financial Literacy (8) CINERGY FINANCIAL EDUCATION MODULES POSITION: Training Coordinator NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/30/2022 ADDRESS: 15145 Woodlawn Avenue, Suite 100, Tustin CA 92780, United States DESCRIPTION: Online educational. (9) WOMEN IN NEED OF KNOWLEDGE (WINK) POSITION: Host/Educator NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/30/2022 ADDRESS: 15145 Woodlawn Avenue, Suite 100, Tustin CA 92780, United States DESCRIPTION: Zoom meetings and educating women about financial topics. (10) THE HISTORY AND INTRODUCTION FOR ALTERNATIVE INVESTMENTS FOR ADVISORS POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/30/2022 ADDRESS: 15145 Woodlawn Avenue, Suite 100, Tustin CA 92780, United States DESCRIPTION: Online Educational Modules. (11) CINERGY FINANCIAL, INC. CASH BALANCE PLAN POSITION: Trustee and Owner of Cinergy Financial, Inc. Cash Balance Plan NATURE: Pension Related Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/06/2021 ADDRESS: 15145 Woodlawn Avenue, Suite 100, Tustin CA 92780, United States DESCRIPTION: Managing pension plan in Pershing account at IFG. (12) TEDX POSITION: Speaker NATURE: Public Speaking INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/22/2026 DESCRIPTION: Speaker of event
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-08 |
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