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5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-05 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-07 |
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