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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| CA | RA | APPROVED | 2024-11-11 |
Branch Locations
608 Silver Spur Rd, Rolling Hills Estates, CA 90274 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Torrance | CA | 09/2018 | 10/2024 |
| World Financial Group, Ia. | Torrance | CA | 07/2018 | 10/2024 |
| Beenest Lcc | Greenwood Village | CO | 08/2018 | 10/2024 |
| University Of Denver | Denver | CO | 01/2018 | 03/2023 |
| Rocky Mountain Chinese American Association | Centennial | CO | 05/2018 | 12/2022 |
| Holistic Health And Wealth | Greenwood Village | CO | 07/2018 | 08/2018 |
| Food Innovation Design Llc | Greenwood Village | CO | 12/2017 | 03/2023 |
| Z-Choice International Llc | Greenwood Village | CO | 12/2021 | 10/2024 |
| Whitewave Foods Company | Broomfield | CO | 01/2014 | 07/2017 |
| Global Chamber Denver | Denver | CO | 01/2019 | 09/2023 |
| Net Law | Louisville | KY | 02/2019 | 12/2022 |
| Foodafit Llc | Greenwood Village | CO | 01/2019 | 03/2023 |
| Colorado Business Women | Englewood | CO | 03/2019 | 12/2021 |
| Legacy Shield | Lauderhill | FL | 12/2021 | 10/2024 |
| Cherry36 Llc | Greenwood Village | CO | 12/2021 | 11/2023 |
| Net Law | Louisville | KY | 02/2023 | 10/2024 |
| Global Chamber | Scottsdale | AZ | 09/2023 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Hills Estates | CA | 10/2024 | Present |
| Unemployed | Greenwood Village | CO | 08/2017 | 11/2017 |
| Bank Of America, N.A. | Rolling Hills Estates | CA | 12/2024 | Present |
I*: 2086271 OBA Name: Z-Choice International, LLC Address: Palos Verdes, California Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 21-Mar-2023 Number of Hours: 4 hrs wkly Number of Hours during trading: 0 Duties: Z-Choice International, LLC provides business consultation for food industry since 2018. As a co-founder, I help small-medium size food companies with business development consulting and help them expand in Asia/US. Because of my prior work experience in global consumer goods food industry, I got referrals of companies that are interested in finding alternative production partners, ingredient suppliers or alternative sales channels. I help them navigate the target markets and connect to local manufacturing and sales partners. With my expertise in food & nutrition, I also provide consulting in achieving wellness via healthy eating, fitness and lifestyle choices. I*: 2071281 Entity Type: HOA, Co-op, Freehold Name of OBA: La Cresta Pointe Home Association Address: Palos Verdes Peninsula, CA Investment Related: No Position, Title, Association: Board Member Start Date:11/15/2024 No Hours: 1 hour wkly No Hours during trading: 0 Duties: Helps the home association coordinate its landscaping maintenance services, and vote for HOA decisions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-31 |
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