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1 Park Plaza Suite 210, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Law Offices Of Deacon Zhang, P.C. | Irvine | CA | 08/2016 | 07/2017 |
| Jupai Global, Llc | Irvine | CA | 07/2017 | 03/2019 |
| Morgan Stanley Smith Barney Llc | Brea | CA | 06/2019 | 10/2019 |
| Morgan Stanley Smith Barney Llc | Irvine | CA | 10/2019 | 01/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2019 | 01/2022 |
| American Fundstars Financial Group Llc | Newport Beach | CA | 01/2022 | Present |
Currently acting as an insurance agent for American Fundstars Insurance Agency (DBA of American Fundstars Financial Group LLC). This is investment-related. Address: 1 Park Plaza, Suite 210, Irvine, CA, 92614. Nature of business: insurance. Position: Insurance Agent. Start date of relationship: February 1, 2022. Approximate number of hours/month devoting to this business: 2 hour/month. Duties relating to this business: administration and compliance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-31 |
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