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San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-25 |
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
16950 Via De Santa Fe Suite 5060-104, Rancho Santa Fe, CA 92067 • 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 |
|---|---|---|---|---|
| Dw Advisors Llc (Dba Ccg Advisors) | San Diego | CA | 12/2013 | 12/2017 |
| Dw Advisors Llc (Dba Ccg Advisors) | San Diego | CA | 03/2018 | 11/2018 |
| Ccg Wealth Management, Llc (Dba Centura Wealth Advisory) | San Diego | CA | 11/2013 | 01/2020 |
| Ccg Wealth Management, Llc (Dba Centura Wealth Advisory) | San Diego | CA | 04/2018 | 11/2019 |
| Ccg Wealth Management, Llc (Dba Centura Wealth Advisory) | San Diego | CA | 06/2018 | 01/2020 |
| Ccg Insurance Services, Llc (Dba Centura Insurance Solutions) | San Diego | CA | 08/2014 | 01/2020 |
| Presidio Capital Management, Llc | San Diego | CA | 05/2021 | 07/2024 |
| Blake Feindel Consulting | Carlsbad | CA | 01/2020 | 05/2021 |
| Dark Horse Advisors Llc (Dba Dark Horse Private Wealth) | Henderson | NV | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-06 |
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