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Stephen Mark Solomon

Chokshi & Queen Wealth Advisors

San Diego, CA

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Current Employers
Chokshi & Queen Wealth Advisors

4510 Executive Drive Suite 203, San Diego, CA 92121 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-06-09
  • CA RA
    APPROVED
    Since 2021-06-09

Branch Locations

4510 Executive Drive Suite 203, San Diego, CA 92121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Insurance Co. St. Paul MN 05/2008 Present
Steve M. Solomon San Diego CA 05/2008 Present
Voya Financial Advisors Solana Beach CA 09/2014 06/2021
Cq Wealth Advisors, Inc. Dba Steve Solomon Financial San Diego CA 06/2021 Present
  • 05/2008 → Present
    Minnesota Life Insurance Co.
    St. Paul, MN
  • 05/2008 → Present
    Steve M. Solomon
    San Diego, CA
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Solana Beach, CA
  • 06/2021 → Present
    Cq Wealth Advisors, Inc. Dba Steve Solomon Financial
    San Diego, CA
Previous Registrations
  • 2010-05-06 → 2021-06-02
    San Diego, CA
    Solana Beach, CA
    San Diego, CA
  • 2008-05-12 → 2010-05-12
    Securian Financial Services, Inc.
    Rancho Santa Fe, CA
  • 2006-12-19 → 2008-05-02
    Centara Capital Management Group, Inc.
    San Diego, CA
  • 2003-12-05 → 2006-12-18
    Partnervest Advisory Services Llc
    Solana Beach, CA
    Santa Barbara, CA
    Solana Beach, CA
  • 1997-12-16 → 2003-12-03
    Sentra Securities Corporation
    San Diego, CA
Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 446 SANTA CECELIA; SOLANA BEACH; CA; 92075; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/3/2010; 40; 20; SALES OF FIXED INSURANCE PRODUCTS|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-07
S63 Uniform Securities Agent State Law Examination 1993-11-15
  • S66 Uniform Combined State Law Examination
    2002-09-07
  • S63 Uniform Securities Agent State Law Examination
    1993-11-15
Designations
Other Names
  • Steve Solomon
  • Stephen M Solomon

View on SEC IAPD

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