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10054 Pasadena Ave., Cupertino, CA 95014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-17 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Integral Financial Llc | Cupertino | CA | 08/2002 | Present |
| If Direct Llc | Cupertino | CA | 01/2011 | Present |
IF DIRECT LLC. IT'S INSURANCE AGENCY BUSINESS. I AM THE FOUNDER OF THE INSURANCE AGENCY. Sifu Wong Kitchen LLC: It's not investment related business. 1219 Wildwood Ave, Sunnyvale, CA 94089, Restaurant, Investor only. 04/01/2021 start date, 0 hours, investor only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-03 |
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