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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-19 |
| TX | RA | APPROVED_RES | 2025-06-19 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
531Encinitas Blvd Suite 200, Encinitas, CA 92024 • 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 |
|---|---|---|---|---|
| Independent Financial Group, Llc | Encinitas | CA | 03/2005 | 06/2025 |
| Independent Financial Group, Inc | Encinitas | CA | 03/2005 | 06/2025 |
| Kestra Investment Services, Llc | Encinitas | CA | 06/2025 | Present |
| Kestra Advisory Services, Llc | Encinitas | CA | 06/2025 | Present |
Name: SOLOMON WEALTH MANAGMENT POSITION: Owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 50 SECURITIES TRADING HOURS: 160 START DATE: 01/03/2005 ADDRESS: 531 encinitas blve, ste 200, Encinitas CA 92024, United States DESCRIPTION: Owner and manageing partner for the firm. Name: TAX PREP BUSINESS THROUGH MY CORPORATION POSITION: Managing owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2024 ADDRESS: 531 encinitas blve, ste 200, Encinitas CA 92024, United States DESCRIPTION: I pay for all expenses and share in revenue. I do none of the tax work myself. Name: BOYS AND GIRLS CLUB OF NORTHWEST SAN DIEGO POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2018 ADDRESS: 533 Lomas Santa Fe, Solana Beach CA 92075, United States DESCRIPTION: I'm on multiple committees and attend board meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-24 |
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