Lynda M Tu

Current Employers

Employment History

• 11/2014 → 01/2022
  Comprehensive Asset Management & Management, Inc.
  Parsippany, NJ
• 01/2012 → 01/2022
  Johanson Financial Advisors, Inc.
  Campbell, CA
• 02/2022 → Present
  Aw Securities
  Campbell, CA
• 01/2013 → 01/2022
  Apw Capital, Inc
  Campbell, CA

Other Businesses

Santa Teresa Home and School Association, Investment related: No, 6200 Encinal Dr, San Jose, CA, 95119, The purpose of this organization is to promote the welfare ofSanta Teresa Elementary School students and to improve the quality of their education and the opportunities presented to them. We will strive to do this by organizing andmatching volunteers with school needs and by providing pathways for parents to support the school, students, staff, and teachers. Additionally, through fundraising, we wilprovide financial support for academic and extracurricular programs. Co-Treasurer, 07/01/2023, 5 hours a month. The co-treasurer shall perform the bookkeeping duties, such as transferring money from PayPal account, generating PayPal activity reports, run 3d Cart Panther store categories report to match PayPal transfer, update QuickBooks, update reports and graphs for STHSA meetings, save files to online storage system, download and save bank statements, reconcile bank accounts in QuickBooks, and meeting with Banking Co-Treasurer when needed to sign checks.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-07
• S63 Uniform Securities Agent State Law Examination
  2015-07-30