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Darrell Mingkong Young

Poplar Global Wealth Management LLC

Daly City, CA

CRD 4708550

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Employer firm

Poplar Global Wealth Management LLC CRD 165532

$54.8M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Poplar Global Wealth Management Llc

318 Westlake Center Suite 203, Daly City, CA 94015 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
TX RA APPROVED_RES 2016-01-20
  • CA RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED_RES
    Since 2016-01-20

Branch Locations

318 Westlake Center Suite 203, Daly City, CA 94015 • 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
Mutual Securities, Inc Camarillo CA 10/2012 12/2018
Poplar Global Wealth Management Llc Daly City CA 10/2012 Present
Karmeq Llc Daly City CA 04/2019 Present
Pgwm Multi-Family Office Services, Llc San Bruno CA 06/2010 Present
Poplar Cpa San Bruno CA 06/2010 Present
  • 10/2012 → 12/2018
    Mutual Securities, Inc
    Camarillo, CA
  • 10/2012 → Present
    Daly City, CA
  • 04/2019 → Present
    Karmeq Llc
    Daly City, CA
  • 06/2010 → Present
    Pgwm Multi-Family Office Services, Llc
    San Bruno, CA
  • 06/2010 → Present
    Poplar Cpa
    San Bruno, CA
Previous Registrations
Other Businesses

1. POPLAR GLOBAL WEALTH MGMT, LLC (INSURANCE) START: 10/26/12, 1001 BAYHILL DR. STE 200, SAN BRUNO,CA 94066, INSURANCE AGENT OF LTC, & ANNUITIES, NOT INVESTMENT RELATED, 8+ HOURS PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS. 2. PGWM MULTI-FAMILY OFFICE SERVICES, LLC, START: 06/17/10, 1001 BAYHILL DRIVE ST. 200 SAN BRUNO, CA 94066, CPA, PRINCIPAL/OWNER, INVESTMENT RELATED, 40 HOURS PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS. 3. POPLAR CPA, START: 06/17/10, 1001 BAYHILL DRIVE STE. 200 SAN BRUNO, CA 94066, CPA, PRACTITIONER/OWNER, INVESTMENT RELATED, 40 HOURS PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-02
  • S66 Uniform Combined State Law Examination
    2004-01-02
Designations
  • Certified Financial Planner
Other Names
  • Darrell Young

View on SEC IAPD

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