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Helen Hsingwen Huang

Svl Investment Management

Artesia, CA

Placentia, CA

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Current Employers
Svl Investment Management

1620 N. Placentia Ave. Suite 100, Placentia, CA 92870 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2025-02-06
  • CA RA
    APPROVED_RES
    Since 2025-02-06

Branch Locations

18403 Pioneer Blvd Suite #206, Artesia, CA 90701 • United States

1620 N. Placentia Ave. Suite 100, Placentia, CA 92870 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Investement Setvices, Inc. Fountain Valley CA 12/2000 06/2021
Sung, Huang & Co, Cpas, Llp Artesia CA 01/2006 12/2024
H Huang & Co Cpas Llp Artesia CA 10/2024 Present
Svl Investment Management Placentia CA 02/2024 Present
  • 12/2000 → 06/2021
    Avantax Investement Setvices, Inc.
    Fountain Valley, CA
  • 01/2006 → 12/2024
    Sung, Huang & Co, Cpas, Llp
    Artesia, CA
  • 10/2024 → Present
    H Huang & Co Cpas Llp
    Artesia, CA
  • 02/2024 → Present
    Placentia, CA
Other Businesses

H HUANG & CO CPAS, LLP Partner/General Partner~10/2024~160hrs~0hrs~Manager FOUNTAIN BUSINESS GROUP LLC; SINGLE MEMBER; INVESTMENT IN REAL ESTATE PROPERTIES; 40 HOURS PER MONTH WITH SOME DURING TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-01-27
  • S63 Uniform Securities Agent State Law Examination
    2001-01-27
Other Names
  • Helen Hsingwen Wei

View on SEC IAPD

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