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.

Current firm

CGC FINANCIAL SERVICES

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Nov 26, 2019

First registration

Nov 15, 2021

Dual registered

no

IAPD individual key

7250494

• Occurred

  Jun 5, 2024
  Advisor changed firm

  Noah Steinbrenner left Osaic Wealth, Inc. for Cgc Financial Services (registered 2021-11-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c5e7c3e1-e091-0083-a8fd-eae00dc0cc63

First observed

Nov 15, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.