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780 Roosevelt Unit 211, Irvine, CA 92620 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-17 |
| CA | RA | APPROVED | 2022-06-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key West Investments Llc | San Gabriel | CA | 02/2014 | 01/2017 |
| Singpoli Wealth Management Llc | Arcadia | CA | 02/2017 | 03/2023 |
| Gt Securities, Inc. | Los Angeles | CA | 02/2025 | Present |
| Sky Vision Wealth Management Corp. | Irvine | CA | 06/2022 | Present |
VP and volunteer board member of SVTOA, a homeowners association located at 9060 Irvine Center Dr., Irvine, CA 92618. Responsible for attending monthly HOA Board meetings. Devotes approximately 3 hours per month to this activity, with no hours during securities trading hours. Activity commenced September 22, 2020. Non-investment related activity. IAR - VP Investment Management and emploe of SKY VISION WEALTH MANAGEMENT CORP., a registered investment adviser firm located at 780 Roosevelt Unit 211, Irvine, CA 92620. Responsible for managing clients' investment portfolios. Devotes approximately 120 hours per month to this activity, including about 100 hours during securities trading hours. Activity commenced June 22, 2022. Investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-03 |
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