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17500 Red Hill Ave Suite 140, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-16 |
| CA | RA | APPROVED | 2013-03-15 |
Branch Locations
17500 Red Hill Ave Suite 140, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Irvine | CA | 03/2011 | Present |
| Sun Group Wealth Partners Llc | Irvine | CA | 01/2013 | Present |
(1) 03/01/2011: Sun Group Wealth Partners - Non-Variable Insurance DBA - At Reported Business Location(s) (2) 05/19/2011: Brandon Chang, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (3) 11/20/2012: Crump - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 10% Time Spent (4) 08/05/2013: Sun Group Wealth Partners - Registered Investment Advisor - DBA: (HYBRID) Sun Group Wealth Partners - Investment Related - At Reported Business Location(s) - 100% Time Spent - I will offer fee based financial planning and investment advisory business. (5) 11/08/2016: life insurance brokerage agency - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start 10/05/2016 - 20 Hr/Mo; 10 Hour(s) During Securities Trading. (6) 9/14/2018 - Saving Pie - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 09/05/2018 - 20 Hours Per Month/10 Hours During Securities Trading. (7) 09/12/2024 - MyTeleWealth / MyTeleWealth.com - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/14/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-22 |
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