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Moraga, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crystal Investment Management | Moraga | CA | 06/2010 | Present |
AS A SORE PROPRIETOR WORKING FROM HOME, I HAVE AN NON INVESTMENT-RELATED BUSINESS OF SELLING SIGNALS TO OTHER ADVISOERS. THE BUSINESS STARTS FROM 05/2016. THE SIGNALS FOCUS ON ASSET ALLOCATION AND ARE AUTOMATICALLY GENERATED BY A PROPRIETARY COMPUTER PROGRAM. IT TAKES ABOUT 5 HOURS PER WEEK TO MANINTAIN THE COMPUTER PROGRAM, GENERATE AND DISTRIBUTE THE SIGNALS. IT IS USUALLY DONE DURING THE WEEKEND TIME.
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