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125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-02-25 |
| OR | RA | APPROVED | 2014-08-29 |
Branch Locations
125 South 4Th Street, Norfolk, NE 68701 • United States
9320 Sw Barbur Blvd #120, Portland, OR 97219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Susan S Yang Cpa Pc | Portland | OR | 04/2004 | Present |
| C.W. International, Inc. | Tigard | OR | 01/2002 | 12/2023 |
| Wealth Managment Llc | Norfolk | NE | 08/2014 | Present |
Northwest Space Solutions LLC - not investment related - 18 NW 20th ave ste 102 Battle Ground WA 98604 - commercial real estate - Officer - may 2018 - oversee financial functions - approx 1/2 hour monthly - approx 0 hours during security trading hours. Susan S Yang CPA PC - not investment related - 2614 Ne 166th Pl Vancouver, WA 98684 - CPA Practice - President - 4/2004 - Approx. 40 hours monthly/ Approx. 10 hours during securities trading hours - Principal and sole shareholder, supervise work of staff accountant and bookkeeper as a contractor, review tax returns. Rose Medical Management LLC - not investment related - 18 NW 20th Ave Ste 102 Battle Ground, WA 98604 - management of clinics - member/partner - 12/2014 - Approx. 40 hours monthly/Approx. 20 hours during securities trading hours - oversight of finance, banking and payroll. River Music - not investment related - 18008 NE 81st Circle Vancouver, WA 98682 - real estate - 50% owner - Approx 1 hour monthly/Approx 0 hours during securities trading hours - Assist with tax forms.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-15 |
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