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Clifford Tungen Kwan

Retirement Planners Of America

Plano, TX

Pasadena, CA

Irvine, CA

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Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-10-08
  • CA RA
    APPROVED
    Since 2014-10-08

Branch Locations

2820 Dallas Parkway, Plano, TX 75093 • United States

790 East Colorado Boulevard Suite 560, Pasadena, CA 91101 • United States

18500 Von Karman Ave Suite 520, Irvine, CA 92612 • 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
Mmwkm Advisors, Llc Plano TX 10/2014 Present
  • 10/2014 → Present
    Mmwkm Advisors, Llc
    Plano, TX
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE AGENT FOR THE VARIOUS INDEPENDENT INSURANCE COMPANIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-15
  • S65 Uniform Investment Adviser Law Examination
    2007-10-15
Designations
Other Names
  • Cliff Kwan

View on SEC IAPD

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Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

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