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Alhambra, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bda Partners | Hong Kong | 06/2018 | 08/2020 | |
| Davies Financial Advisors | Murrieta | CA | 12/2020 | 07/2023 |
| Bda Partners | Hong Kong | 09/2017 | 01/2018 | |
| The Hongkong And Shanghai Banking Corporation | Hong Kong | 03/2017 | 07/2017 | |
| Deal N Ship | Hong Kong | 10/2016 | 02/2017 | |
| The University Of Hong Kong | Hong Kong | 09/2013 | 06/2018 | |
| Unemployed | West Covina | CA | 08/2020 | 11/2020 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | 09/2022 |
| Charles Schwab & Co., Inc. | Santa Monica | CA | 07/2023 | 04/2026 |
| Charles Schwab Bank, Ssb | Santa Monica | CA | 07/2023 | 04/2026 |
| Td Ameritrade Inc. | Pasadena | CA | 01/2024 | 06/2024 |
| Family Style Advisors Llc | Alhambra | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-29 |
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