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Paul Po-Wen Sun

Sunquest Wealth Management, LLC

North Wales, PA

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Current Employers
Sunquest Wealth Management, Llc

North Wales, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2013-09-13
  • PA RA
    APPROVED
    Since 2013-09-13

Branch Locations

North Wales, PA • 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
Sunquest Wealth Management, Llc North Wales PA 07/2013 Present
Previous Registrations
  • 2012-03-27 → 2013-09-30
    Ellis Investment Partners, Llc
    Berwyn, PA
  • 2005-04-26 → 2012-04-03
    Cms Wealth Management
    North Wales, PA
    Wayne, PA
    Wayne, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-03
S63 Uniform Securities Agent State Law Examination 1997-10-04
  • S66 Uniform Combined State Law Examination
    2005-03-03
  • S63 Uniform Securities Agent State Law Examination
    1997-10-04
Other Names
  • Paul Powen Sun

View on SEC IAPD

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