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5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-11-23 |
Branch Locations
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cgc Financial Services | Lake Oswego | OR | 05/2020 | Present |
| Roi Financial Advisors | Beaverton | OR | 06/2019 | 05/2020 |
| University Of California, Davis | Davis | CA | 09/2017 | 06/2019 |
| Foothill Community College | Los Altos Hills | CA | 09/2015 | 06/2017 |
| Osaic Wealth, Inc. | Lake Oswego | OR | 10/2021 | 10/2021 |
| Cgc Financial Services | Lake Oswego | OR | 05/2020 | Present |
1. CGC FINANCIAL SERVICES POSITION: Financial Advisor/Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 20 START DATE: 05/11/2020 ADDRESS: 5 Centerpointe Drive, Suite 550, Lake Oswego OR 97035, United States DESCRIPTION: I meet with clients on a regular basis Client Reviews Investment Research/Trading/Compliance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 2019-11-26 |
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