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David Jeung Ow

Chequers Financial Management LLC

Irvine, CA

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Current Employers
Chequers Financial Management Llc

434 Jackson Street Suite A, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-26
  • CA RA
    APPROVED
    Since 2026-05-26

Branch Locations

18881 Von Karman Ave Suite 920, Irvine, CA 92602 • 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
Self-Employment Costa Mesa CA 01/2009 12/2021
Thoerner & Toma Cpa Irvine CA 03/2012 06/2018
Chequers Financial Management Llc Irvine CA 01/2022 Present
  • 01/2009 → 12/2021
    Self-Employment
    Costa Mesa, CA
  • 03/2012 → 06/2018
    Thoerner & Toma Cpa
    Irvine, CA
  • 01/2022 → Present
    Chequers Financial Management Llc
    Irvine, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-26
S66 Uniform Combined State Law Examination 1999-07-09
  • S65 Uniform Investment Adviser Law Examination
    2026-05-26
  • S66 Uniform Combined State Law Examination
    1999-07-09

View on SEC IAPD

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