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San Gabriel, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Junkang Life Insurance Co., Ltd. | Shanghai | 10/2014 | 10/2017 | |
| Shanghai Huibei Investment Management Co., Ltd. | Shanghai | 11/2017 | 11/2022 | |
| Chongqing Zheyu Law Firm | Chongqing | 12/2022 | 09/2023 | |
| Homemaker | San Gabriel | CA | 10/2023 | 11/2025 |
| Ameriprise Financial Services, Llc | Rancho Cucamonga | CA | 12/2025 | 12/2025 |
| You Investment Management Llc | San Gabriel | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-11 |
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