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5230 Carroll Canyon Road #224, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2014-08-18 |
| TX | RA | APPROVED_RES | 2014-08-15 |
| WA | RA | APPROVED | 2014-08-15 |
| CA | RA | APPROVED | 2012-07-24 |
Branch Locations
5230 Carroll Canyon Road Suite 224, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | San Diego | CA | 11/2006 | 09/2017 |
| Measured Risk Portfolios, Inc. | San Diego | CA | 09/2002 | Present |
| D/B/A Kingsroad Financial & Insurance Services | San Diego | CA | 09/2002 | Present |
1.) 50% OWNER/PRESIDENT AND CA INSURANCE AGENT THROUGH "MEASURED RISK PORTFOLIOS, INC." (DBA "KINGSROAD FINANCIAL & INSURANCE SERVICES") LICENSED TO SELL LIFE AND ACCIDENT & HEALTH SINCE 07/1986, NON-INVESTMENT RELATED, TIME SPENT VARIES BUT IS GENERALLY LESS THAN 10% OF TIME SPENT, BUSINESS CONDUCTED FROM OFFICE ADDRESS OF RECORD. 2.) ONCE A MONTH, LLC - LLC MEMBER SINCE 09/2021 - RESIDENTIAL RENTAL PROPERTY - 5230 CARROLL CANYON RD, SUITE 224, SAN DIEGO, CA 92121 - CORP AND FINANCIAL MANAGEMENT OF RENTAL INCOME PROPERTY - NON INVESTMENT RELATED - 5 HRS/MO. NOT DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-05-14 |
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