Haddy Alexander Homampour

Current Employers

Employment History

• 08/2008 → 09/2016
  Ubs Financial Services Inc
  Carlsbad, CA
• 09/2016 → 08/2017
  Wells Fargo Advisors Financial Network, Llc
  Newport Beach, CA
• 01/2018 → 02/2020
  Surevest, Inc. Dba Surevest Wealth Management
  Newport Beach, CA
• 08/2017 → 01/2018
  Unemployed
  Irvine, CA
• 01/2020 → 11/2022
  Surevest, Llc
  Long Beach, CA
• 11/2022 → Present
  Dfpg Investments, Llc
  Sandy, UT

Previous Registrations

• 2022-11-30 → 2024-01-02
  Dfpg Investments, Llc
  Irvine, CA
  Sandy, UT
• 2020-01-16 → 2022-12-12
  Surevest Private Wealth
  Long Beach, CA
  Los Angeles, CA
• 2018-01-30 → 2020-02-07
  Surevest Wealth Management
  Newport Beach, CA
• 2016-09-16 → 2017-08-07
  Wells Fargo Advisors Financial Network, Llc
  Newport Beach, CA
• 2008-10-01 → 2016-09-30
  Ubs Financial Services Inc.
  Newport Beach, CA
  San Diego, CA
  Weehawken, NJ
  Carlsbad, CA
• 2008-08-08 → 2008-08-29
  Ubs Financial Services Inc.
  Newport Beach, CA

Other Businesses

1) Parkview Wealth Advisors; Investment Related; California; Investment and Financial Planning; President, Head of Financial Planning; 11/30/2022; 85% During business hours; Manage the firm, provide advice to clients, advisors and advisory firms. 2) Parkview Comprehensive Planning Consultants, LLC; Investment - related; California; Financial planning; President and CEO; 1/2023; 15% during business hours; Provide financial planning education and training to RIA firms, individual advisors, accountants, attorneys, and family offices.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-07

Designations

Other Names

• Haddy Homampour