Derek C. Myron

CENTURA WEALTH ADVISORY

San Diego, CA 92130

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CRD#: 3125998

Professional summary

Derek Clifford Myron, CFP® is a registered financial advisor currently at CENTURA WEALTH ADVISORY located in San Diego, California.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Derek has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CCG INSURANCE SERVICES, LLC (CENTURA INSURANCE SOLUTIONS); INVESTMENT RELATED; SAN DIEGO, CA; MANAGING MEMBER & INSURANCE AGENT; 01/2016; INSURANCE COMPANY; 15 HOURS PER MONTH, 15 HOURS PER MONTH DURING TRADING HOURS; REVIEW CURRENT INSURANCE COVERAGES, DISCUSS CLIENT INSURANCE GOALS, ADVISE CLIENTS ON RISKS, QUANTIFY CLIENT INSURANCE NEEDS, REVIEW CARRIER INSURANCE PRODUCTS, FORMULATE INSURANCE RECOMMENDATIONS, DELIVER RECOMMENDATIONS TO CLIENTS. CENTURA FOUNDATION; PRESIDENT; NOT INVESTMENT-RELATED; 3570 CARMEL MOUNTAIN RD, SUITE 220, SAN DIEGO, CA 92130; NON-PROFIT 501(c)(3); 10/2019; APPROX. 1 HOUR PER MONTH; PATENTIAL HOLDINGS; BOARD MEMBER; NOT INVESTMENT-RELATED; 09/2021; ENCINITAS, CA; PATENTIAL HOLDINGS IS A SINGLE PURPOSE ENTITY WHOSE PURPOSE IS TO OBTAIN LIQUIDITY OF CERTAIN INTELLECTUAL PROPERTY ASSETS; LESS THAN 10% OF TIME DURING NON-TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Clifford Myron's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

June 10, 2018 - Present

CENTURA WEALTH ADVISORY

Office #1: 12255 El Camino Real Suite 125, San Diego, CA 92130

RIA

CRD#: 296985

San Diego, CA

Past

March 9, 2018 - November 1, 2018

DANIEL WEALTH ADVISORS

RIA

CRD#: 150382

San Diego, CA

Past

March 2, 2015 - December 31, 2017

DANIEL WEALTH ADVISORS

RIA

CRD#: 150382

SAN DIEGO, CA

Past

August 17, 2004 - December 2, 2013

CAPLINK SECURITIES, INC

CRD#: 130702

SAN DIEGO, CA

Past

July 11, 2002 - June 30, 2014

CENTARA CAPITAL MANAGEMENT GROUP, INC.

RIA

CRD#: 114880

SAN DIEGO, CA

Past

April 12, 2001 - August 25, 2004

FINANCIAL WEST GROUP

RIA

CRD#: 16668

SAN DIEGO, CA

Past

March 14, 2001 - August 25, 2004

FINANCIAL WEST GROUP

CRD#: 16668

RENO, NV

Past

September 28, 1998 - December 22, 2000

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/11/2018)

IAR

Texas
(6/10/2018)

IAR

Washington
(6/23/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/8/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/23/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/22/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/21/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/15/2003

General Securities Principal Examination

Current Firm

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

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Contact information

Main Address

12255 El Camino Real Suite 125, San Diego, CA 92130

Mailing Address

Phone number

(858) 771-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CENTURA WEALTH ADVISORY DISCLOSURE BROCHURE (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,467
AUM (Assets Under Management)	$ 769,086,884

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Derek C. Myron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Clifford Myron's CRS (Customer Relationship Summary).

Certified licenses

Experience

DANIEL WEALTH ADVISORS

DANIEL WEALTH ADVISORS

CAPLINK SECURITIES, INC

CENTARA CAPITAL MANAGEMENT GROUP, INC.

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

CENTURA WEALTH ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 2/8/1999

Series 63

Date: 9/23/1998

Series 7

Date: 3/22/1999

Series 6

Date: 9/21/1998

Series 24

Date: 5/15/2003

Current Firm

CENTURA WEALTH ADVISORY

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTURA WEALTH ADVISORY

TRUST BUT VERIFY

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