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Current Employers
Sky Vision Wealth Management Corp.

780 Roosevelt Unit 211, Irvine, CA 92620 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-17
CA RA APPROVED 2022-06-22
  • TX RA
    APPROVED_RES
    Since 2022-11-17
  • CA RA
    APPROVED
    Since 2022-06-22

Branch Locations

780 Roosevelt Unit 211, Irvine, CA 92620 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2014 → 01/2017
    Key West Investments Llc
    San Gabriel, CA
  • 02/2017 → 03/2023
    Singpoli Wealth Management Llc
    Arcadia, CA
  • 02/2025 → Present
    Gt Securities, Inc.
    Los Angeles, CA
  • 06/2022 → Present
    Irvine, CA
Previous Registrations
  • 2004-01-29 → 2010-09-08
    Pasadena, CA
    City Of Industry, CA
    Pasadena, CA
  • 2002-06-25 → 2004-01-22
    Banc Of America Investment Services, Inc.
    Pasadena, CA
  • 1999-06-24 → 2002-06-27
    Morgan Stanley Dw Inc.
    City Of Industry, CA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-22
S63 Uniform Securities Agent State Law Examination 1995-10-03
  • S65 Uniform Investment Adviser Law Examination
    1998-12-22
  • S63 Uniform Securities Agent State Law Examination
    1995-10-03
Other Names
  • Hong Ye

View on SEC IAPD

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