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4510 Executive Drive Suite 203, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-16 |
Branch Locations
4510 Executive Drive Suite 203, San Diego, CA 92121 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Voya Financial Advisors | San Diego | CA | 09/2014 | 06/2021 |
| Cetera Advisor Networks Llc | San Diego | CA | 06/2021 | 06/2021 |
| Cq Wealth Advisors, Inc. | San Diego | CA | 06/2021 | Present |
NAME OF ENTITY:CHOKSHI & QUEEN WEALTH ADVISORS; Yes; 4510 EXECUTIVE DRIVE STE 203; SAN DIEGO; CA; 92121; FINANCIAL SERVICES/DBA; Financial Advisor; 9/1/2014; 160; 160; Fixed Insurance, Securities and Investment sales and service|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 4510 EXECUTIVE DRIVE STE 203; SAN DIEGO; CA; 92121; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/8/2007; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-25 |
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