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Current Employers
Sky Vision Wealth Management Corp.

780 Roosevelt Unit 211, Irvine, CA 92620 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-14
  • CA RA
    APPROVED
    Since 2024-05-14

Branch Locations

780 Roosevelt Unit 211, Irvine, CA 92620 • 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
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
  • 01/2020 → 06/2021
    Hercules Investments
    Redondo Beach, CA
  • 08/2014 → 11/2019
    Beijing Vitallity Textiles Co. Ltd
    Beijing
  • 05/2021 → 10/2022
    Platinum Eco Capital, Llc
    Rancho Palos Verdes, CA
  • 11/2019 → 12/2019
    Unemployed
    Torrance, CA
  • 11/2022 → Present
    Sky Vision Insurance Agency
    San Marino, CA
Previous Registrations
  • 2021-06-01 → 2022-10-07
    Platinum Eco Capital, Llc
    Rancho Palos Verdes, CA
    Rancho Palos Verdes, CA
    Rancho Palos Verdes, CA
  • 2020-03-05 → 2021-06-16
    Hercules Investments
    Los Angeles, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-05
  • S65 Uniform Investment Adviser Law Examination
    2020-03-05
Other Names
  • Bin Cao

View on SEC IAPD

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