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1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-11-09 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Cg Financial | Covina | CA | 02/2017 | Present |
| Allstate Insurance | Placentia | CA | 12/2012 | 10/2017 |
| National Life Group | Burbank | CA | 11/2010 | 10/2017 |
| Farmers Insurance | Glendora | CA | 09/2008 | 02/2017 |
CG Financial, Investment related, Covina, CA, Insurance/Financial Services, CEO, 02/2017, 20 hrs/week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-14 |
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