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5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-02-13 |
| TX | RA | APPROVED | 2016-10-20 |
Branch Locations
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth Inc | Lake Oswego | OR | 11/2007 | Present |
| Cgc Financial Services | Lake Oswego | OR | 08/2016 | Present |
| Cgc Financial Services | Lake Oswego | OR | 12/2012 | Present |
1) RENTAL PROPERTY POSITION: Owner - NATURE: Other - Jointly held residential property with spouse. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2011 ADDRESS: 15370 SW Empire Terrace, Tigard OR 97224, United States DESCRIPTION: Landlord 2) CGC FINANCIAL SERVICES POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 86 START DATE: 12/31/2012 ADDRESS: 5 Centerpointe Drive, Suite 550, Lake Oswego OR 97035, United States DESCRIPTION: Client Meetings, Proposals, Account Service, Business Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-21 |
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