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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 | 2025-01-01 |
Branch Locations
74075 El Paseo Suite A2A, Palm Desert, CA 92260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jay D Wahlin Acct Corp | Palm Desert | CA | 12/1978 | Present |
| Independent Financial Group | Palm Desert | CA | 02/2013 | Present |
(1) WAHLIN WEALTH MANAGEMENT POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 07/15/1999 ADDRESS: 74075 El Paseo, Suite A2a, Palm Desert CA 92260, United States DESCRIPTION: 100% OWNER OF DBA USED FOR MARKETING PURPOSES (2) JAY D. WAHLIN AN ACCOUNTANCY CORPORATION POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 10 START DATE: 10/14/1980 ADDRESS: 74075 El Paseo, Suite A2a, Palm Desert CA 92260, United States DESCRIPTION: 100% OWNER OF JAY D. WAHLIN AN ACCOUNTANCY CORPORATION OFFERING TAX PREPARATION, ACCOUNTING SERVICES, AND TRUSTEE SERVICES (3) ESTATE OF ODILE SCHEMPP POSITION: Agent/Representative NATURE: Acting as a POA, Trustee, Executor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2017 ADDRESS: 74075 El Paseo, Suite A2a, Palm Desert CA 92260, United States DESCRIPTION: EXECUTOR FOR ESTATE FF SCHAPP (4) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/1999 ADDRESS: 74075 El Paseo, Suite A2a, Palm Desert CA 92260, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODCUTS (5) WARREN LEFEVRE TRUST POSITION: Trustee NATURE: Acting as a POA, Trustee, Executor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: 74075 El Paseo, Suite A2a, Palm Desert CA 92260, United States DESCRIPTION: TRUSTEE FOR THE WARREN LEFEVRE TRUST
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-26 |
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