Kingston Julio Wong

Current Employers

Employment History

• 12/1997 → Present
  Self-Employed - Life Insurance
  Palos Verdes, CA
• 12/2015 → 10/2018
  Foresters Equity Services, Inc.
  San Diego, CA
• 10/2018 → 12/2019
  Quest Capital Strategies, Inc.
  Lake Forest, CA
• 11/2014 → Present
  Palos Verdes Library District
  Rolling Hills Estates, CA
• 12/2019 → Present
  Stonex Securities Inc.
  Rancho Palos Verdes, CA
• 12/2019 → Present
  Stonex Advisors Inc.
  Rancho Palos Verdes, CA

Previous Registrations

• 2018-10-30 → 2019-12-06
  Quest Capital Strategies, Inc.
  Rancho Palos Verdes, CA
  Laguna Hills, CA
  Laguna Hills, CA
• 2016-01-05 → 2018-10-31
  Foresters Equity Services, Inc.
  Palos Verdes, CA
  Cerritos, CA
  Valencia, CA
• 2013-09-18 → 2015-11-09
  Spc
  Irvine, CA
• 2012-10-01 → 2013-08-09
  J.P. Morgan Securities Llc
  Inglewood, CA
  Gardena, CA
  Gardena, CA
• 2010-01-07 → 2012-10-01
  Chase Investment Services Corp.
  Inglewood, CA
  Gardena, CA
  Gardena, CA
  Inglewood, CA
• 2003-01-09 → 2007-01-17
  Wamu Investments, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

1. PALOS VERDES LIBRARY DISTRICT; NON-INVESTMENT RELATED; 701 SILVER SPUR ROAD ROLLING HILLS ESTATES, CA 90274; NATURE OF BUSINESS: LIBRARY DISTRICT TRUSTEE; 0% OWNER. STARTED 11/2014. 15 HOURS PER MONTH, 0HRS/MO DURING TRADING HRS.DUTIES: TRUSTEE FOR LOCAL LIBRARY DISTRICT: UNPAID/VOLUNTEER. 2. LIFE INSURANCE - INDEPENDENT INSURANCE AGENT - INVESTMENT RELATED. 3428 Coolheights Drive : Rancho Palos Verdes : CA 90275. NATURE OF BUSINESS: LIFE INSURANCE SALES. 100% OWNER. POSITION: SALES AGENT. STARTED 12/1997. 20HRS/MO AND 0HRS/MO DURING TRADING HRS. DUTIES: LIFE INSURANCE SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-10
• S63 Uniform Securities Agent State Law Examination
  1997-11-06