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Valencia, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-12 |
Branch Locations
27018 Monterey Ave, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-16 |
Branch Locations
27018 Monterey Ave, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Think Wealth, Llc | Valencia | CA | 01/2016 | Present |
| Mont Blanc Asset, Inc. | Los Angeles | CA | 02/2009 | Present |
| Think Wealth Asset Llc | La Canada Flintridge | CA | 01/2024 | Present |
| Chelsea International Advisors Llc | Encino | CA | 03/2024 | Present |
Name of Other Business: Chelsea International Advisors LLC Address: 16708 Huerta rd. Encino, CA 91436 Type of Business: Private Investment Management (Investment-Related) Position: Partner Start Date: 03/01/2024 Approximate Number of Hours: 4 Hours a week Duty: Operation Name of Other Business: Think Wealth Asset LLC Address:2383 Foothill Blvd. #B, La Canada Flintridge, Ca 91011 Type of Business: Real Estate Property Investment & Management (Investment-Related) Position: Managing Partner Start Date: 01/01/2024 Approximate Number of Hours: 4 Hours a week Duty: Operation Approximate Number of Hours: 4 Hours a week Duty: Business Operation Name of Other Business: Think Wealth, LLC Address: 27018 Monterey Ave Valencia Ca 91355 Type of Business: Registered Investment Advisor(CRD# 281095) / Investment-Related) Position: Principal & Manager Start Date: January, 2016 Approximate Number of Hours: 20 Hours a week Duty: Oversees Entire Operation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-12 |
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