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Current Employers
Chokshi & Queen Wealth Advisors

4510 Executive Drive Suite 203, San Diego, CA 92121 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-21
  • CA RA
    APPROVED
    Since 2025-04-21

Branch Locations

4510 Executive Drive Suite 203, San Diego, CA 92121 • United States

Irvine, CA • 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
Tillys Inc Irvine CA 04/2022 Present
Chokshi & Shah Cpa Diamond Bar CA 12/2015 04/2022
Chokshi & Queen Wealth Advisors San Diego CA 03/2025 Present
  • 04/2022 → Present
    Tillys Inc
    Irvine, CA
  • 12/2015 → 04/2022
    Chokshi & Shah Cpa
    Diamond Bar, CA
  • 03/2025 → Present
    San Diego, CA
Other Businesses

Nitai & Company Financial Group; Non-investment related; 143 Fairgreen Irvine, CA 92618; Audit/Accounting Services; Assurance Partner; Start October 2024; 40 hrs/month; 1-2 during securities trading hours; issue audited financial statements for clients

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-19
  • S65 Uniform Investment Adviser Law Examination
    2025-04-19

View on SEC IAPD

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Other Offices

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