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5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-06-18 |
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 | Portland | OR | 05/2018 | 06/2023 |
| University Of Oregon | Eugene | OR | 09/2015 | 06/2017 |
| Gfp Emergency Services | Albany | OR | 06/2015 | 09/2016 |
| Royal Alliance Associates, Inc. | Lake Oswego | OR | 11/2019 | 07/2023 |
| Unemployed After College | Bend | OR | 06/2017 | 05/2018 |
| Cgc Financial Services, Llc | Lake Oswego | OR | 06/2023 | Present |
| Osaic Wealth, Inc. | Lake Oswego | OR | 02/2024 | Present |
1. CGC FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 165 SECURITIES TRADING HOURS: 100 START DATE: 05/30/2018 ADDRESS: 5 Centerpointe Drive STE 550, Lake Oswego OR 97035, United States DESCRIPTION: Conduct Client Reviews Draft Financial Plans Serve as backup on multiple operational duties such as RMD's, rollover/transfers, scheduling, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-14 |
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