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12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-08-13 |
Branch Locations
12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ccg Wealth Management, Llc | San Diego | CA | 06/2019 | 12/2022 |
| Nordstroms | San Jose | CA | 05/2015 | 08/2017 |
| San Diego State | San Diego | CA | 08/2014 | 05/2018 |
| Ccg Wealth Management, Llc | San Diego | CA | 01/2023 | Present |
| Ccg Wealth Management, Llc | San Diego | CA | 11/2017 | 06/2019 |
1.) INSURANCE; NON-INVESTMENT RELATED; IMPLEMENTED THROUGH THE INDIVIDUAL; APPROXIMATELY 10% OF TIME ; SALE OF COMMISSION-BASED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-13 |
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