Best Investors Account Sign in
Inactive

Robin Sun

Ellis Investment Partners, LLC

Westminster, CA

Berwyn, PA

Claim This Profile
Current Employers
Ellis Investment Partners, Llc

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2012-09-24
  • CA RA
    APPROVED
    Since 2012-09-24

Branch Locations

Westminster, CA • United States

920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, PA 19312 • 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
Ellis Investment Partners, Llc Berwyn PA 07/2012 Present
Other Businesses

Board member of United Chinese American Association 2/2017 to present.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-21
  • S65 Uniform Investment Adviser Law Examination
    2012-09-21

View on SEC IAPD

More in Westminster, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor