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.

Current firm

INDEPENDENT FINANCIAL GROUP, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Jul 22, 2006

First registration

Jan 2, 2008

Dual registered

yes, broker-dealer

IAPD individual key

5163278

• Occurred

  Dec 13, 2023
  Advisor changed firm

  Jacob Owen Kavaya left Crown Capital Securities, L.P. for Independent Financial Group, Llc (registered 2023-12-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ee362c2d-c6b5-708b-8fb4-41e71ba19a70

First observed

Jan 2, 2008

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.