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Aidan Jude Randall

Cgc Financial Services

Lake Oswego, OR

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Current Employers
Cgc Financial Services

5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-05-05
  • OR RA
    APPROVED
    Since 2025-05-05

Branch Locations

5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cgc Financial Services Lake Oswego OR 05/2023 08/2023
George Fox University Newberg OR 08/2021 04/2024
Cgc Financial Services Lake Oswego OR 05/2024 Present
Laurel Foods, Llc Hillsboro OR 05/2021 09/2022
Unger Farms Hillsboro OR 06/2018 09/2019
Osaic Wealth, Inc. Lake Oswego OR 03/2025 Present
Valley Catholic High School Beaverton OR 09/2017 07/2021
George Fox University Newberg OR 08/2021 05/2024
South Meadows Middle School Hillsboro OR 09/2015 08/2017
  • 05/2023 → 08/2023
    Lake Oswego, OR
  • 08/2021 → 04/2024
    George Fox University
    Newberg, OR
  • 05/2024 → Present
    Lake Oswego, OR
  • 05/2021 → 09/2022
    Laurel Foods, Llc
    Hillsboro, OR
  • 06/2018 → 09/2019
    Unger Farms
    Hillsboro, OR
  • 03/2025 → Present
    Osaic Wealth, Inc.
    Lake Oswego, OR
  • 09/2017 → 07/2021
    Valley Catholic High School
    Beaverton, OR
  • 08/2021 → 05/2024
    George Fox University
    Newberg, OR
  • 09/2015 → 08/2017
    South Meadows Middle School
    Hillsboro, OR
Other Businesses

1. STATE OF OREGON POSITION: Oregon Notary Public NATURE: Government INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2024 ADDRESS: 255 Capitol St NE, Salem OR 97310, United States DESCRIPTION: I am registered as a Notary Public for the State of Oregon and currently perform notary activities solely for clients of CGC Financial on the premises of the CGC Financial office. I do not charge fees for my notary services and I have only attained designation as an Oregon notary public to help clients of CGC Financial in notarizing documents. I have not performed notary services outside of my role at CGC. 2. CGC FINANCIAL SERVICES, LLC RIA POSITION: Paraplanner NATURE: Wealth Management LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 05/28/2024 ADDRESS: 5 Centerpointe Dr, STE 550, Lake Oswego OR 97035, United States DESCRIPTION: Financial plan creation, account processing, paperwork, client services, advisor support.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-07
  • S66 Uniform Combined State Law Examination
    2025-04-07
Other Names
  • Aidan Randall

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