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28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
| NV | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED_RES | 2025-11-23 |
| AZ | RA | APPROVED | 2021-06-21 |
| UT | RA | APPROVED | 2020-01-02 |
Branch Locations
28202 Cabot Rd Suite 300, Laguna Niguel, CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Irvine | CA | 01/2006 | Present |
| Tcfg Wealth Management, Llc | Laguna Niguel | CA | 04/2016 | Present |
| Tcfg Investment Advisors, Llc | Laguna Niguel | CA | 04/2016 | Present |
TCFG Investment Advisors | 6/2016 | Investment related | Irvine, CA | RIA; Advisor | 80 hours/month | Manage Investments | Greg Giles; CPA | 1/2006 | Not investment related | Irvine, CA | Owner/CPA | 40 hours | Hourly billings/per tax return pricing | Service all tax and accounting clients | Greg Giles Insurance | 6/2006 |Not investment related | Irvine, CA | Insurance Sales | Commission based | Provide insurance solutions as needed for clients | Greg Giles Govt Finance Consulting| 1/2006 | Carious cities in So. Cal. | Hourly billings | Provide temporary accounting assistance/consulting to cities and govt. agencies in So Cal. | TCFG Insurance Solutions LLC | 10% of business time | Sale of insurance products |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-28 |
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