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780 Roosevelt Unit 211, Irvine, CA 92620 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hercules Investments | Redondo Beach | CA | 01/2020 | 06/2021 |
| Beijing Vitallity Textiles Co. Ltd | Beijing | 08/2014 | 11/2019 | |
| Platinum Eco Capital, Llc | Rancho Palos Verdes | CA | 05/2021 | 10/2022 |
| Unemployed | Torrance | CA | 11/2019 | 12/2019 |
| Sky Vision Insurance Agency | San Marino | CA | 11/2022 | Present |
Name: Egret Wealth Group LLC Not investment related Address: 2833 Maricopa Street, Torrance, CA90503 Nature of the business: life and health insurance sales and services Position: Founder and CEO Start date: 02/24/2023 Hours: 80/month Duties: I am the only employee and responsible for all the work such as business development and services, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-05 |
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