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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kettle Foods | Salem | OR | 10/2006 | Present |
| Independent Financial Group | San Diego | CA | 02/2011 | Present |
(1) SIMPLY GOOD FOODS POSITION: Employee NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 12/16/2019 ADDRESS: 777 S Aviation Blvd, El Segundo CA 90245, United States DESCRIPTION: I am considered a director of the Small format channel. Calling on small Convenience stores. (2) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1993 ADDRESS: 121 Desni Ct BOX5873, Stateline NV 89449, United States DESCRIPTION: 2) CA INSURANCE AGENT OFFERING SALES OF LIFE, HEALTH, & ANNUITIES SINCE 1990. NON-INVESTMENT RELATED. APPROXIMATELY 2% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (3) REAL ESTATE POSITION: Independent Contractor NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2001 ADDRESS: 121 Desni Ct BOX5873, Stateline NV 89449, United States DESCRIPTION: (3) 100% OWNER/ PROPERTY MANAGER, PROVIDING PROPERTY MANAGEMENT SERVICES SINCE OCT. 2003. NON-INVESTMENT RELATED. APPROXIMATELY 5% TIME SPENT. BUSINESSES LOCATED IN RENO, NV & TURLOCK, CA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-22 |
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