Kiho Choi

Current Employers

Employment History

• 09/1996 → 06/2024
  Securities America, Inc.
  Newport Beach, CA
• 01/1994 → 01/2025
  Kiho Choi
  Newport Beach, CA
• 09/1996 → 01/2025
  Haussmann Financial Inc
  Newport Beach, CA
• 06/2024 → 01/2025
  Osaic Wealth, Inc.
  Lake Forest, CA
• 03/2003 → Present
  Choi Financial Planning, Inc;
  Lake Forest, CA
• 01/2025 → Present
  Cwm, Llc Dba Carson Partners - Crd # 155344
  Lake Forest, CA
• 01/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 1997-02-11 → 2025-01-17
  Haussmann Financial Inc.
  Newport Beach, CA
  Lake Forest, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OBUSINESS: FIXED INSURANCE; START DATE: 04/1996; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2;POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: CWMDBA CARSON PARTNERS - CRD # 155344; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES; START DATE: 01/2POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR / INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DUTRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 3. NAME OF OTHER BUSINESS: CHOI FINANCIAPLANNING, INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR TAX PURPOSES FOR MY SECURITIES BUSSTART DATE: 03/2003; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BDESCRIPTION OF DUTIES: I USE THIS S CORP ENTITY TO TRANSFER MY COMMISSIONS AND ADVISORY FEES TO FOR TAX PURPOSES, ONCE I AM PAID THROUGH MYPERSONAL CHECKING; 4. NAME OF OTHER BUSINESS: TWIN PINES WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCNATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEAPX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY AND SECURITIES SERVICES TO CLIENTS WHEN NEEDED;

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-06
• S63 Uniform Securities Agent State Law Examination
  1995-12-04

Other Names

• Ki Ho Choi
• Ki H Choi