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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
1555 Howell Branch Rd Suite A-2, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Guardian Llc | Winter Park | FL | 07/2014 | 05/2017 |
| Capital Guardian Wealth Manangement Llc | Winter Park | FL | 07/2014 | 02/2018 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 05/2017 | 02/2018 |
| Questar Capital Corporation | Minneapolis | MN | 02/2018 | 03/2019 |
| Questar Asset Management | Minneapolis | MN | 02/2018 | 03/2019 |
| Woodbury Financial Services, Inc. | Winter Park | FL | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | Winter Park | FL | 01/2024 | Present |
1) GCG WEALTH MANAGEMENT INC. POSITION: Wealth Manager NATURE: LLC and DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 150 START DATE: 02/08/2018 ADDRESS: 1555 Howell Branch Rd, Suite A-2, Winter Park FL 32789, United States DESCRIPTION: Service securities clients under DBA name of GCG Wealth Management and offer fixed income, annuities, and life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-01 |
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