Ashley Chegren

Current Employers

Employment History

• 10/2023 → 01/2026
  Restaurant 365
  Irvine, CA
• 07/2019 → 10/2023
  Xix Palms
  San Clemente, CA
• 12/2017 → 07/2019
  Restaurant 365
  Irvine, CA
• 10/2015 → 12/2017
  Dealersocket Inc.
  San Clemente, CA
• 12/2025 → Present
  Ncg Financial, Crd 828994
  San Juan Capistrano, CA
• 02/2026 → Present
  Osaic Wealth Inc
  San Juan Capistrano, CA

Other Businesses

1. NCG FINANCIAL POSITION: Client Wealth Associate NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 12/01/2025 ADDRESS: 32122 Camino Capistrano, Suite 210, San Juan Capistrano CA 92675, United States DESCRIPTION: Provide client service and administrative support, including answering and directing client calls and emails. Assist with client forms, paperwork, and service requests. Schedule client appointments and attend meetings to take notes. Maintain and upload client documentation in Redtail CRM. Perform general office and back-office duties as needed. Passed Series 7; currently studying for Series 66. Report directly to KC Annaloro 2. CASA DE MARGARITAS POSITION: Co-Owner NATURE: It's a residential rental property used for short-term rentals (Airbnb). INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 218 Skiway Drive, #4, Ketchum ID 83340, United States DESCRIPTION: I oversee the Airbnb listing and coordinate with our property manager as needed for guest issues and maintenance items.

Exams

• S66 Uniform Combined State Law Examination
  2026-04-27