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3400 Inland Empire Blvd Ste 100, Ontario, CA 91764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-05 |
Branch Locations
3400 Inland Empire Blvd Ste 100, Ontario, CA 91764 • United States
3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED | 2018-03-19 |
Branch Locations
3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Falcon Wealth Planning, Inc. | Rancho Cucamonga | CA | 01/2015 | Present |
| Zealth Planning, Llc | Ontario | CA | 04/2025 | Present |
| Falcon Wealth Tax Services | Ontario | CA | 09/2018 | Present |
| Financial Community Education Foundation | Ontario | CA | 08/2018 | Present |
| Falcon Empire Properties, Llc | Ontario | CA | 01/2022 | Present |
| Falcon Wealth Properties | Ontario | CA | 12/2017 | Present |
1. Falcon Wealth Tax Services; investment related : YES; 3400 Inland Empire Blvd Ste 100 Ontario, CA 91764; Tax services and preparation; Principal; Business consultant on growth; 2018-09-01; Hours devoted to business outside trading hours: 40. 2. Financial Community Education Foundation; non-investment related; 3400 Inland Empire Blvd Ste 100 Ontario, CA 91764; Provide community education seminars to educate the community to avoid being taken advantage of by financial professionals with complicated financial products; President; Teach seminars that educate the community to avoid being taken advantage of by financial professionals with complicated financial products; 2018-08-20; Hours devoted to business outside trading hours : 40. 3. FALCON EMPIRE PROPERTIES, LLC ; PRESIDENT; INVESTMENT RELATED: NO; 3400 INLAND EMPIRE BLVD STE 100 ONTARIO CA 91764 UNITED STATES; REAL ESTATE MANAGEMENT COMPANY; PROPERTY MANAGEMENT; 2022-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 20; 4. FALCON WEALTH PLANNING, INC; PARTNER; INVESTMENT RELATED; 3400 INLAND EMPIRE BLVD STE 100 ONTARIO CA 91764 UNITED STATES; INVESTMENT MANAGEMENT; 2015-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 150;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 15; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 70; 5. FALCON WEALTH PROPERTIES, LLC ; PRESIDENT; Non-INVESTMENT RELATED; 3400 INLAND EMPIRE BLVD STE 100 ONTARIO CA 91764 UNITED STATES; PROPERTY MANAGEMENT; 2017-12-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 5; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 15;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-25 |
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