Boyong Park

Employer firm

American Wealth Management CRD 122205

$761M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 08/2018
  American Wealth Management
  Reno, NV
• 08/2016 → Present
  Ms Howells & Co
  Scottsdale, AZ
• 08/2018 → Present
  American Wealth Management
  Reno, NV
• 01/2019 → Present
  University Of Nevada
  Reno, NV

Other Businesses

1) DEC. 2014; MS HOWELLS & CO.; RENO, NV; INVESTMENT RELATED;BROKER/DEALER; REGISTERED ADMIN; BROKERAGE TRADES; DEVOTE 1 HRS/MONTH DURING MARKET HOURS. 2) AUG. 2018; AMERICAN WEALTH MANAGEMENT; RENO, NV; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; WEALTH ADVISOR / INVESTMENT ANALYST; DEVOTE 100 HRS/MONTH DURING MARKET HOURS. 3) University of Nevada, Non Investment related; Reno, NV; Nature- Higher Education; Position/Title- Lecturer; Start Date- 1/2019; Approximately 10 hours per month, 0 during trading hours; Description- Provide finance courses to students at University of NV, Reno 4) JULY 2022; RENO PHILHARMONIC ORCHESTRA, RENO, NV; NON INVESTMENT RELATED; BOARD OF TRUSTEE (FINANCE AND ARTISTIC COMMITTEE MEMBER); OVERSEE ORGANIZATIONS BUDGET, SUGGEST PROGRAMS; DEVOTE 2 HRS/MONTH DURING NON MARKET HOURS. 5) MARCH 2024; KOREAN AMERICAN ASSOCIATION OF RENO, NV; NON INVESTMENT RELATED; VICE PRESIDENT; OVERSEE ORGANIZATION'S ACTIVITIES; DEVOTE 2 HRS/MONTH DURING NON MARKET HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2016-01-29

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Bo Park