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252 Pine Avenue Suite C, Pacific Grove, CA 93950 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-11-25 |
Branch Locations
252 Pine Ave., Suite C, Pacific Grove, CA 93950 • United States
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 |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Pacific Grove | CA | 11/1989 | Present |
| C & T Financial Services Group, Inc. | Pacific Grove | CA | 08/2003 | Present |
| Daro Enterprises | Pacific Grove | CA | 01/1987 | Present |
1. DARO ENTERPRISES POSITION: Owner NATURE: Sole Proprietership INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/19/1987 ADDRESS: 252 Pine Ave., Suite C, Pacific Grove CA 93950, United States DESCRIPTION: Typical Rental duties, including management and maintenance of the property, if vacancy occurs, seek new tenants, establish relationship with tenant, collect rents, etc. 2. C & T FINANCIAL SERVICES GROUP, INC. POSITION: CEO NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 08/28/2003 ADDRESS: 252 Pine Avenue, Ste C, Pacific Grove CA 93950, United States DESCRIPTION: Prepare Financial Plans, Investment Policy Statements, Client Communications, Normal Financial Planning Activities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-01-28 |
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