Derek Clifford Myron

Current Employers

Employment History

• 01/2016 → Present
  Ccg Insurance Services, Llc (Dba Centura Insurance Solutions)
  San Diego, CA
• 01/2016 → Present
  Ccg Wealth Management, Llc (Dba Centura Wealth Advisory)
  San Diego, CA
• 03/2018 → 11/2018
  Dw Advisors Llc (Dba Ccg Advisors)
  San Diego, CA
• 03/2015 → 12/2017
  Dw Advisors Llc (Dba Ccg Advisors)
  San Diego, CA

Previous Registrations

• 2018-03-09 → 2018-11-01
  Daniel Wealth Advisors
  San Diego, CA
• 2015-03-02 → 2017-12-31
  Daniel Wealth Advisors
  San Diego, CA
  Corona Del Mar, CA
• 2002-07-11 → 2014-06-30
  Centara Capital Management Group, Inc.
  San Diego, CA
  San Diego, CA
• 2001-04-12 → 2004-08-25
  Financial West Group
  San Diego, CA

Other Businesses

CCG INSURANCE SERVICES, LLC (CENTURA INSURANCE SOLUTIONS); INVESTMENT RELATED; SAN DIEGO, CA; MANAGING MEMBER & INSURANCE AGENT; 01/2016; INSURANCE COMPANY; 15 HOURS PER MONTH, 15 HOURS PER MONTH DURING TRADING HOURS; REVIEW CURRENT INSURANCE COVERAGES, DISCUSS CLIENT INSURANCE GOALS, ADVISE CLIENTS ON RISKS, QUANTIFY CLIENT INSURANCE NEEDS, REVIEW CARRIER INSURANCE PRODUCTS, FORMULATE INSURANCE RECOMMENDATIONS, DELIVER RECOMMENDATIONS TO CLIENTS. CENTURA FOUNDATION; PRESIDENT; NOT INVESTMENT-RELATED; 3570 CARMEL MOUNTAIN RD, SUITE 220, SAN DIEGO, CA 92130; NON-PROFIT 501(c)(3); 10/2019; APPROX. 1 HOUR PER MONTH; PATENTIAL HOLDINGS; BOARD MEMBER; NOT INVESTMENT-RELATED; 09/2021; ENCINITAS, CA; PATENTIAL HOLDINGS IS A SINGLE PURPOSE ENTITY WHOSE PURPOSE IS TO OBTAIN LIQUIDITY OF CERTAIN INTELLECTUAL PROPERTY ASSETS; LESS THAN 10% OF TIME DURING NON-TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-08
• S63 Uniform Securities Agent State Law Examination
  1998-09-23

Designations