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1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-30 |
Branch Locations
1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Coach, Llc. | Alhambra | CA | 02/2005 | Present |
| Logic Wealth Management, Llc | Pasadena | CA | 02/2010 | Present |
| Sophis Real Estate, Inc. | Pasadena | CA | 05/2013 | Present |
David Chung is also a licensed Real Estate Broker and President of Sophis Real Estate, Inc. ("Sophis"), a Real Estate Brokerage. Sophis does not offer securities investment related services. Sophis offers real estate-related services and is compensated through commissions and fees. Sophis was formed in May 2013. David Chung spends approximately 10 hours/week at Sophis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-08 |
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