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Houzhen Yan

Insideout Wealth Strategies, LLC

Cupertino, CA

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Current Employers
Insideout Wealth Strategies, Llc

Cupertino, CA • United States

Current Registrations

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

Branch Locations

Cupertino, 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
Insideout Wealth Strategies, Llc Cupertino CA 03/2022 Present
Liang's Village Cupertino CA 12/2016 12/2021
World Financial Group San Carlos CA 06/2021 11/2023
Jpmorgan Chase Sunnyvale CA 09/2019 11/2020
Mori Kitchen Cupertino CA 10/2018 05/2019
Cafe Lattea Cupertino CA 10/2018 05/2019
Full-Time Student Berkeley CA 08/2014 05/2020
  • 03/2022 → Present
    Insideout Wealth Strategies, Llc
    Cupertino, CA
  • 12/2016 → 12/2021
    Liang's Village
    Cupertino, CA
  • 06/2021 → 11/2023
    World Financial Group
    San Carlos, CA
  • 09/2019 → 11/2020
    Jpmorgan Chase
    Sunnyvale, CA
  • 10/2018 → 05/2019
    Mori Kitchen
    Cupertino, CA
  • 10/2018 → 05/2019
    Cafe Lattea
    Cupertino, CA
  • 08/2014 → 05/2020
    Full-Time Student
    Berkeley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-31
  • S65 Uniform Investment Adviser Law Examination
    2025-03-31

View on SEC IAPD

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