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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
Branch Locations
6101 Bollinger Canyon Road Suite 225, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Piedmont | CA | 12/2008 | 01/2020 |
| Sourjohn-Kim Retirement Solutions | San Ramon | CA | 02/2020 | 01/2024 |
| Acord And Fong Wealth Strategies | San Ramon | CA | 12/2023 | 07/2024 |
| Homemaker | Piedmont | CA | 08/2024 | 02/2025 |
| Osaicfa (Osaic Wealth) | San Ramon | CA | 03/2025 | Present |
1. RESIDENTIAL RENTAL PROPERTY POSITION: manager NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 6850 Kenilworth Avenue, El Cerrito CA 94530, United States DESCRIPTION: I manage a rental property in El Cerrito, CA. This involves maintaining the property and accounting for rents received from tenant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-22 |
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