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Advisor at INDEPENDENT FINANCIAL GROUP, LLC
TACOMA, WA | SAN DIEGO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Feb 20, 2026 | n/a | yes | TACOMA, WA|SAN DIEGO, CA | Current employment |
| AMERITAS ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 6, 2024 | Feb 20, 2026 | no | Tacoma, WA|Everett, WA | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jul 31, 2017 | Apr 16, 2018 | no | PUYALLUP, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | INDEPENDENT FINANCIAL GROUP, LLC | Feb 20, 2026 | Feb 20, 2026 | 0 | Firm change | Ibd to ibd |
| CETERA INVESTMENT ADVISERS LLC | AMERITAS ADVISORY SERVICES, LLC | Apr 16, 2018 | Nov 6, 2024 | 2,396 | Firm change after gap | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 317245:7717:WA:2026-02-20 | Feb 20, 2026 | Feb 20, 2026 | EVERETT, WA | Firm change |