Alan Robert Dorin

Current Employers

Employment History

• 08/2017 → 02/2020
  Jl Scheider & Associates
  Santa Rosa, CA
• 01/2017 → 08/2017
  Crosscheck
  Petaluma, CA
• 01/2016 → 01/2017
  Officeteam
  Santa Rosa, CA
• 01/2012 → 07/2017
  Mountain Mikes
  San Rafael, CA
• 08/2017 → 02/2020
  Lpl Financial Llc
  Santa Rosa, CA
• 09/2020 → 11/2022
  The Leaders Group, Inc
  Littleton, CO
• 02/2020 → 09/2020
  Unemployed
  Irvine, CA
• 12/2022 → Present
  Osaic Wealth, Inc.
  Lake Oswego, OR
• 02/2023 → Present
  Cgc Financial Services, Llc Ria
  Lake Oswego, OR

Previous Registrations

• 2020-09-15 → 2022-11-09
  Tlg Advisors, Inc.
  Aliso Viejo, CA
  Summit, NJ

Other Businesses

1. CGC FINANCIAL SERVICES, LLC RIA POSITION: Sr. Client Service Associate NATURE: Wealth Management LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 12/15/2022 ADDRESS: Five Centerpointe Dr, STE 550, Lake Oswego OR 97035, United States DESCRIPTION: Account processing, client phone calls, paperwork 2. CGC FINANCIAL SERVICES, LLC RIA POSITION: Notary NATURE: Notary for CGC Financial Services which is my OBA wealth management firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/22/2023 ADDRESS: 5 Centerpointe Dr, STE 550, Lake Oswego OR 97035, United States DESCRIPTION: CGC asked if I was willing to become a notary so that I may notarize client forms as needed. I do not receive compensation for this outside of my salary and I only conduct this business within CGC Financial Services' hours and place of business. I notarize documents, on average once every 2 months. Under the certification listed for me on our CGC website, it is noted that I am a Notary Public. We do not actively market notary services

Exams

• S66 Uniform Combined State Law Examination
  2020-07-29
• S63 Uniform Securities Agent State Law Examination
  2018-03-31