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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 | 2025-01-03 |
| TX | RA | APPROVED_RES | 2020-03-19 |
Branch Locations
6265 Greenwich Avenue Suite 220, San Diego, CA 92122 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc. | San Diego | CA | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 03/2020 |
| Independent Financial Group | San Diego | CA | 03/2020 | Present |
(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2020 ADDRESS: 8168 Avenida Navidad, #22, San Diego CA 92122, United States DESCRIPTION: Insurance sales (2) HURLEY WEALTH MANAGEMENT POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 05/27/2024 ADDRESS: 6265 Greenwich Avenue Suite 220, San Diego CA 92122, United States DESCRIPTION: Offering Comprehensive Wealth Management Services including Insurance, Portfolio Management, Retirement Plans Consulting, Retirment Planning Advice, Financial Planning Advice, Invesment Fiduciary Advice, College Investment Planning Advice, and Estate Planning Advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-25 |
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