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851 Burlway Rd #523, Burlington, CA 94010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities | Portland | OR | 03/2016 | 11/2017 |
| M Holdings Securities | Portland | OR | 03/2016 | 12/2023 |
| Plutus Wealth Management | Cupertino | CA | 01/2024 | Present |
| Fw Group, Llc | Cupertino | CA | 05/2023 | Present |
1) WELLSPRING CONSULTING; 2635 NORTH 1ST STREET, SUITE 201, SAN JOSE, CA 95134; 3/21/2016; FINANCIAL ANALYST; PERFORM FINANCIAL RESEARCH, PORTFOLIO ANALYSIS, MANAGE MODEL PORTFOLIO; INVESTMENT RELATED; 40 HOURS/MONTH; 40 HOURS/MONTH DURING BUSINESS HOURS; WAGES, SALARY, TIPS 2) I partner with other persons to operating Chinese Restaurants. Current one is FW Group, LLC; more are coming: FW GROUP, LLC; 163 S. MURPHY AVE SUNNYVALE, CA 94086; RESTAURANT; NOT INVESTMENT RELATED; OWNER/MANAGER; DAY TO DAY OPERATIONS, BOOKKEEPING, PAYROLL, MANAGE POS SYSTEM AND CHECKING ACCTS; 01/27/2023; 40 HOURS PER MONTH; 4 HOURS PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-22 |
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