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12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-06 |
Branch Locations
Jefferson Ave #205, Murrieta, CA 92562 • United States
12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
25109 Jefferson Ave Suite 205, Murrieta, CA 92562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-07-13 |
| CA | RA | APPROVED | 2006-05-08 |
Branch Locations
41391 Kalmia Street Suite 130, Murrieta, CA 92562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 03/2006 | 10/2022 |
| Davies Financial Advisors, Inc. | Murrieta | CA | 01/2006 | Present |
| Ccg Wealth Management Llc Dba Davies Financial Advisors, Inc. | Murrieta | CA | 05/2025 | Present |
1) On a temporary and transitional basis, Andrew J. Davies will be dually registered as an investment advisor representative with CCG Wealth Management LLC and Davies Financial Advisors, Inc. CCG Wealth Management LLC and Davies Financial Advisors, Inc. are not affiliated entities. 2) Licensed insurance agent; Not investment-related; Murrieta, CA, 92562; Insurance sales; Implementation of insurance recommendations; 15 hours per month, 0 during trading hours: Licensed insurance agent 3) New FFR; Not investment-related; 25109 Jefferson Ave, 205, Murrieta, CA. 92562; Insurance brokerage; Board Member; 4/1/2024; 4 hours per month; 0 during trading hours; Governance and CEO accountaiblity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-31 |
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