DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jack George

Independent Financial Group, LLCBD affiliatedSacramento, Cadual registrantIAPD 7616967

Feed of 09/14/2026

Also filed as Jack Robert George

At current firm

0 y

since Aug 20, 2026

In the industry

14 y

since Aug 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Independent Financial Group, LLC BD affiliated current
since Aug 20, 2026 · Sacramento, Ca
Cetera Investment Advisers LLC BD affiliated
Nov 21, 2025 to Aug 5, 2026 · Citrus Heights, Ca
Independent Financial Group, LLC BD affiliated
Feb 6, 2024 to Oct 16, 2025 · Sacramento, Ca
Strategic Advocates, LLC former
Aug 12, 2023 to Oct 13, 2023 · Sacramento, Ca

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Independent Financial Group, LLC
left Aug 5, 2026, registered Aug 20, 2026 (15 days) · Affiliated broker-dealer or bank to another
Independent Financial Group, LLC to Cetera Investment Advisers LLC
left Oct 16, 2025, registered Nov 21, 2025 (36 days) · Affiliated broker-dealer or bank to another
Strategic Advocates, LLC to Independent Financial Group, LLC
left Oct 13, 2023, registered Feb 6, 2024 (116 days) · RIA to affiliated broker-dealer or bank

Signals

Jack George left Cetera Investment Advisers Llc for Independent Financial Group, Llc (registered 2026-08-20)
Aug 5, 2026 · Advisor changed firm · fact
Jack George left Independent Financial Group, Llc for Cetera Investment Advisers Llc (registered 2025-11-21)
Oct 16, 2025 · Advisor changed firm · fact
Jack George left Strategic Advocates, Llc for Independent Financial Group, Llc (registered 2024-02-06)
Oct 13, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address