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6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-08-06 |
Branch Locations
6281 Beach Blvd Suite 116, Buena Park, CA 90621 • United States
27018 Monterey Ave, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eb Wealth | Cerritos | CA | 11/2014 | Present |
| Think Wealth | Cerrtios | CA | 04/2018 | Present |
| Allmerits Asset, Llc | Los Angeles | CA | 08/2021 | Present |
| Precision Wealth Financial | Irvine | CA | 10/2001 | Present |
MS. EUI IS CURRENTLY ENGAGED WITH EB Wealth, CA AS PRESIDENT & CEO, DOING MARKETING, PROMOTING A FIXED INSURANCE PRODUCT. SHE WORKS APPROXIMATLEY 20 HOURS PER WEEK FOR THIS ACTIVITY THINK WEALTH; INVESTMENT RELATED; 6281 BEACH BLVD, SUITE 116, BUENA PARK, CA 90621; INVESTMENT ADVISER REPRESENTATIVE; TIME SPENT: 25 HRS/MONTH DURING TRADING; CONDUCTS INVESTMENT ADVISORY SERVICES. PRECISION WEALTH FINANCIAL; INVESTMENT RELATED; IRVINE, CA; INSURANCE AGENT/WEALTHADVISOR; TIME SPENT: 10 HRS/MONTH; SAME DURING TRADING HOURS; INSURANCE WEALTH CONSULTING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-03 |
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