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5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-19 |
Branch Locations
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Lake Oswego | OR | 06/2024 | 08/2025 |
| Mml Investors Services, Llc | Lake Oswego | OR | 05/2025 | 08/2025 |
| Whiskey Brown's Farmhouse Kitchen | Salem | OR | 05/2021 | 09/2021 |
| Whiskey Brown's Farmhouse Kitchen | Salem | OR | 07/2022 | 09/2022 |
| Nick Alexander Films | Eugene | OR | 06/2023 | 01/2024 |
| South Salem High School | Salem | OR | 01/2015 | 05/2021 |
| University Of Oregon | Eugene | OR | 09/2022 | 06/2023 |
| University Of Oregon | Eugene | OR | 09/2021 | 06/2022 |
| University Of Oregon | Eugene | OR | 09/2023 | 06/2024 |
| University Of Oregon | Eugene | OR | 09/2024 | 06/2025 |
| Cgc Financial Services Llc | Lake Oswego | OR | 09/2025 | Present |
| Osaic Wealth, Inc. | Lake Oswego | OR | 02/2026 | 08/2026 |
CGC FINANCIAL SERVICES LLC POSITION: Client Services Assistant NATURE: LLC (Independent RIA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 11/26/2025 ADDRESS: 5 Centerpointe Drive, Suite 550, Lake Oswego OR 97035, United States DESCRIPTION: Assist clients with paperwork (beneficiary updates, ACH forms for accounts, address updates, new account paperwork). I answer client calls regarding tech support, help prepare pre-meeting packets for advisor/client meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-30 |
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