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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
140 S. Lake Avenue Suite 251, Pasadena, CA 91101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Burbank | CA | 04/2009 | Present |
| Sagepoint Financial | Burbank | CA | 07/2012 | 09/2023 |
| Osaic Wealth, Inc. | Pasadena | CA | 09/2023 | Present |
1. 04/21/09 - DBA ONLY, QUEST WEALTH MANAGEMENT. 2. QUEST WEALTH MANAGEMENT POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2012 ADDRESS: 140 S Lake Ave #251, Pasadena CA 91101, United States DESCRIPTION: Entity for tax payroll 3. HARRY KIM POSITION: Financial Advisor NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2001 ADDRESS: 140 S Lake Ave 251, Pasadena CA 91101, United States DESCRIPTION: Uncovering insurance needs for households, getting quotes and setting up insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-09 |
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