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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-22 |
Branch Locations
530 Technology Dr. Ste 100, Irvine, CA 92618 • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal | Irvine | CA | 04/2016 | 11/2016 |
| Princor Financial Services Corporation | Irvine | CA | 04/2016 | 11/2016 |
| Unemployed | Unemployed | CA | 11/2016 | 03/2017 |
| Sedai Wealth Partners Llc | Irvine | CA | 03/2017 | Present |
| Origin Financial | San Francisco | CA | 01/2021 | 01/2022 |
| Savvy | Irvine | CA | 01/2025 | Present |
Sedai Wealth Partners; Investment-related; 530 Technology Dr. Ste 100, Irvine, CA 92618; Financial planning and wealth management firm; President & CCO; 03/2017; Full-time position; Company management and financial advising Ohana 9 LP; Non-investment related; 1 hour per month to managing family owned real estate properties; does not receive salary; 2440 HACIENDA BLVD STE 124 HACIENDA HEIGHT CA 91745; Owner; 2/15/2012, Company management and research
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-14 |
| S66 | Uniform Combined State Law Examination | 2013-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-22 |
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