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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-13 |
Branch Locations
300 South Harbor Blvd Ste. 500, Anaheim, CA 92805 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 11/2021 | 07/2022 |
| John Oh Cpa Professional Corp | Anaheim | CA | 03/2016 | Present |
| Unity Wealth Partners | Orange | CA | 11/2023 | 12/2024 |
| Money Concepts Capital | Palm Beach Gardens | FL | 03/2025 | Present |
John Oh CPA Professional Corp.; non investment-related; 300 S Harbor blvd. Ste 808, Anaheim, CA 92835; Accounting and Tax; Partner; Tax Planning; 40 hours/month; 40% devoted to John Oh CPA Professional Corp during securities hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-18 |
| S65 | Uniform Investment Adviser Law Examination | 2021-01-22 |
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