Andrew James Davies appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Andrew James Davies appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-27 | Form ADV | CCG WEALTH MANAGEMENT, LLC | MANAGING DIRECTOR | SAN DIEGO, CA |
| 2025-03-12 | Form ADV | DAVIES FINANCIAL ADVISORS, INC. | PRESIDENT AND CCO | MURRIETA, CA |