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12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-26 |
Branch Locations
12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atria Wealth Solutions | San Diego | CA | 05/2023 | 02/2025 |
| Flock Freight | Encinitas | CA | 07/2022 | 05/2023 |
| Quince Orchard High School | Gaithersburg | MD | 08/2014 | 05/2018 |
| Ecodomo | Gaithersburg | MD | 06/2020 | 09/2020 |
| Chick-Fil-A | Rockville | MD | 06/2019 | 08/2019 |
| San Diego State University | San Diego | CA | 05/2018 | 05/2022 |
| Mendocino Farms | San Diego | CA | 05/2021 | 08/2021 |
| Ccg Wealth Management Llc | San Diego | CA | 02/2025 | Present |
| Cuso Financial Services, L.P. | San Diego | CA | 04/2024 | 02/2025 |
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 10/2024 | 02/2025 |
| Grove Point Investments, Llc | Rockville | MD | 10/2024 | 02/2025 |
| Next Financial Group, Inc. | Houston | TX | 10/2024 | 02/2025 |
| Scf Securities, Inc. | San Diego | CA | 10/2024 | 02/2025 |
| Sorrento Pacific Financial, Llc | San Diego | CA | 10/2024 | 02/2025 |
| Western International Securities, Inc. | Pasadena | CA | 10/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-24 |
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