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318 Westlake Center Suite 203, Daly City, CA 94015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2016-01-20 |
Branch Locations
318 Westlake Center Suite 203, Daly City, CA 94015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-02 |
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