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RIA / WealthAdvisor34 years in industry

CURTIS JERALD HABSIEGER

Advisor at CGR FINANCIAL

HENDERSON, NV

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Search this name across graphsid dfx:ria:587f7814-5892-aca3-8ccc-96e6a5730bad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 9, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CGR FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 24, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S63|S66
First exam: Feb 24, 1992
First registration: Dec 9, 2008
Dual registered: no
IAPD individual key: 2185866

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CGR FINANCIAL	State registered	Jan 22, 2019	n/a	yes	HENDERSON, NV	Current employment
WESTPARK CAPITAL, INC.	Independent wealth	Jul 27, 2016	Jan 11, 2019	no	Irvine, CA	Previous registration
NEWPORT COAST ASSET MANAGEMENT	Former SEC adviser	Jan 6, 2015	Jul 28, 2016	no	CORONA, CA\|IRVINE, CA	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Feb 2, 2012	Jan 5, 2015	no	IRVINE, CA	Previous registration
NEWPORT COAST ASSET MANAGEMENT	Former SEC adviser	Dec 16, 2010	Jan 26, 2012	no	CORONA, CA	Previous registration
EDWARD JONES	National bd RIA	Dec 9, 2008	Dec 16, 2010	no	ST LOUIS, MO\|NAVARRE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WESTPARK CAPITAL, INC.	CGR FINANCIAL	Jan 11, 2019	Jan 22, 2019	11	Firm change	RIA to state RIA
NEWPORT COAST ASSET MANAGEMENT	WESTPARK CAPITAL, INC.	Jul 28, 2016	Jul 27, 2016	-1	Firm change	Other
PRUCO SECURITIES, LLC	NEWPORT COAST ASSET MANAGEMENT	Jan 5, 2015	Jan 6, 2015	1	Firm change	Other
NEWPORT COAST ASSET MANAGEMENT	PRUCO SECURITIES, LLC	Jan 26, 2012	Feb 2, 2012	7	Firm change	Other
EDWARD JONES	NEWPORT COAST ASSET MANAGEMENT	Dec 16, 2010	Dec 16, 2010	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
16944:39914:CA:2016-07-20	Jul 28, 2016	Jul 27, 2016	IRVINE, CA	Firm change

Relationships

Registered with (5)

→ CGR FINANCIALRegistered adviserregistration: current employment
Jan 22, 2019 to presentfactForm ADV
→ WESTPARK CAPITAL, INC.Registered adviserregistration: previous registration
Jul 27, 2016 to Jan 11, 2019factForm ADV
→ NEWPORT COAST ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jan 6, 2015 to Jul 28, 2016factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Feb 2, 2012 to Jan 5, 2015factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Dec 9, 2008 to Dec 16, 2010factForm ADV

Dated events

No dated event names this entity yet.