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15375 Barranca Parkway Suite G-110, Irvine, CA 92618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-03-25 |
| CT | RA | APPROVED | 2020-01-24 |
| CA | RA | APPROVED | 2019-08-12 |
Branch Locations
15375 Barranca Parkway Suite G-110, Irvine, CA 92618 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Irvine | CA | 02/2014 | 08/2019 |
| Capital Cs Group, Llc | Irvine | CA | 08/2019 | Present |
1) YER BIT, LLC; NOT INVESTMENT-RELATED; 33552 BREMERTON, DANA POINT, CA 92629; FISHING APPAREL; PARTNER; JANUARY 2018; APPROX 10 HOURS PER MONTH; APPROX 0 HOURS DURING TRADING HOURS; PRODUCT DEVELOPMENT 2) HOA Invest / 2003 S. Ola Vista San Clemente, CA 92672 / HOA CRM Software / Investment-Related / Owner / 05/2023 / 2 hours per Month / 0 hours per month during securities trading hours / Software Developer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-02 |
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