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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-06-12 |
Branch Locations
740 E Campbell Road Suite 120, Richardson, TX 75081 • United States
3 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 | Richardson | TX | 05/2013 | Present |
(1) MICHAEL TANNERY, PLLC POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2019 ADDRESS: 740 E Campbell Raod, Suite 120, Richardson TX 75081, United States DESCRIPTION: 100% OWNER OF DBA MICHAEL TANNERY, PLLC OFFERING ACCOUNTING AND TAX SERVICES. (2) TANNERY COMPANY POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2019 ADDRESS: 740 E Campbell Raod, Suite 120, Richardson TX 75081, United States DESCRIPTION: 50% OWNER OF DBA TANNERY COMPANY USED FOR MARKETING PURPOSES. (3) MICHAEL ANTHONY TANNERY POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2013 ADDRESS: 740 E Campbell Raod, Suite 120, Richardson TX 75081, United States DESCRIPTION: TX INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (4) RICHARDSON YMCA POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/14/2021 ADDRESS: Richardson YMCA, 821 Custer Rd, Richardson TX 75080, United States DESCRIPTION: We work diligently to be a cause-driven organization that supports youth development, healthy living and social responsibility. TANNERY COMPANY PLLC POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 08/21/2025 ADDRESS: 740 E Campbell Road, Suite 120, Richardson TX 75081, United States DESCRIPTION: 90% OWNER OF DBA TANNERY COMPANY, PLLC (NAME CHANGE FROM MICHAEL TANNERY PLLC) OFFERING ACCOUNTING AND TAX SERVICES SINCE 2019.INVESTMENT RELATED. 25% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-21 |
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