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Stevenson Ranch, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Henry Mayo Newhall Hospital | Valencia | CA | 07/2019 | Present |
| Cha Hollywood Presbyterian Medical Center | Los Angeles | CA | 12/2016 | 07/2019 |
| Cj Cgv America | Los Angeles | CA | 07/2012 | 12/2016 |
| Liberty Financial Group, Inc. | Stevenson Ranch | CA | 09/2019 | Present |
Name of Other Business: SW CPA INC Investment-Related: No Address: 450 N Brand Blvd Suite 664, Glendale, CA 91203 Position / Title: President / Certified Public Accountant Start Date: 12/9/2024 Hours per Month: 40 hours/month Hours During Securities Trading Hours: 10 hours/month Description of Business: Provide tax preparation, business accounting and payroll services to individuals and small businesses. Duties include preparing tax returns, reviewing financial statements, advising clients on bookkeeping and accounting matters, and managing day-to-day CPA firm operations. No investment advisory services or securities-related activities are conducted through this business. Activities conducted through SW CPA INC are completely separate from Liberty Financial Group, Inc. and do not involve securities, investment advice, or client asset management.
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