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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-14 |
| NC | RA | APPROVED | 2024-01-19 |
Branch Locations
1415 Vantage Park Drive Suite 250, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gcg Wealth Management | Charlotte | NC | 02/2012 | Present |
| Questar Capital Corporation | Minneapolis | MN | 11/2012 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 11/2012 | 03/2019 |
| Osborne-Brumsey & Associates | Charlotte | NC | 02/2012 | Present |
| Woodbury Financial Services, Inc. | Charlotte | NC | 03/2019 | 01/2024 |
| Woodbury Financial Services, Inc. | Charlotte | NC | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Charlotte | NC | 01/2024 | Present |
GCG WEALTH MANAGEMENT, INC POSITION: Insurance Agent NATURE: Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2011 ADDRESS: 9115 Harris Corners Pkwy, Ste 250, Charlotte NC NC 28269, United States DESCRIPTION: Service securities clients under name of GCG Wealth Management and GCG Insurance Services and offer fixed annuities, life insurance and health insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-28 |
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