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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance | Leesburg | VA | 11/2012 | 01/2020 |
| Independent Financial Group | Leesburg | VA | 01/2020 | Present |
(1) BDA FINANCIAL, LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2001 ADDRESS: 19301 Winmeade Dr., #260, Leesburg VA 20176, United States DESCRIPTION: CEO with all managerial functions & responsibilities DBA for marketing securities and advisory services (2) ARLINGTON COUNTY PUBLIC SCHOOLS - COMMUNITY LEARNING POSITION: Employee NATURE: Teaching/Coaching INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2019 ADDRESS: 22110 Washington Blvd, Arlington VA 22204, United States DESCRIPTION: Teach class called "Pre-Retirement Guide for Federal Employees" which covers federal benefits both before and during retirement. (3) ROBERT DAVIDSON POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2020 ADDRESS: 19301 Winmeade Dr., #260, Leesburg VA 20176, United States DESCRIPTION: Selling fixed life & health insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-09 |
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