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Henderson, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-29 |
| NV | RA | APPROVED | 2026-03-04 |
| CA | RA | APPROVED | 2019-01-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westpark Capital Inc | Irvine | CA | 07/2016 | 01/2019 |
| Cgr Financial | Rolling Hills Estate | CA | 01/2019 | Present |
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; ROLLING HILLS ESTATE, CA; HOLDS INSURANCE LICENSES; APPROX. 8 HOURS/MO DURING TRADING HOURS; SELLS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-24 |
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