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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 | 2026-06-02 |
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 | 05/2026 | Present |
| Daimler Truck North America | Portland | OR | 06/2024 | 09/2024 |
| Daimler Truck North America | Portland | OR | 06/2023 | 09/2023 |
| Oregon State University | Corvallis | OR | 02/2023 | 06/2025 |
| Key Investment Services Llc | Hillsboro | OR | 06/2025 | 04/2026 |
| Oregon State University | Corvallis | OR | 09/2021 | 06/2025 |
| Banks School District | Banks | OR | 09/2015 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-04 |
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