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Thao Thien Truong

Anora Wealth

San Marcos, CA

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Current Employers
Anora Wealth

979 Woodland Pkwy Ste 101155, San Marcos, CA 92069 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-11
  • CA RA
    APPROVED
    Since 2025-08-11

Branch Locations

979 Woodland Pkwy Ste 101155, San Marcos, CA 92069 • 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
Financial Alternatives, Inc. La Jolla CA 05/2015 11/2020
Morton Capital Management Llc Calabasas CA 12/2020 05/2025
Anora Wealth, Llc San Marcos CA 05/2025 Present
  • 05/2015 → 11/2020
    Financial Alternatives, Inc.
    La Jolla, CA
  • 12/2020 → 05/2025
    Morton Capital Management Llc
    Calabasas, CA
  • 05/2025 → Present
    Anora Wealth, Llc
    San Marcos, CA
Previous Registrations
Designations

View on SEC IAPD

More in San Marcos, CA

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