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8807 Indian Hills Drive, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pdc Group | Walnut | CA | 02/2017 | Present |
| Wang Dynasty International Incorporated Dba Hsp Insurance Agency | Pasadena | CA | 04/2018 | Present |
| Hsp Wealth Management | Pasadena | CA | 04/2015 | Present |
| Gradient Advisors | Arden Hills | MN | 07/2020 | 11/2021 |
| Sierra Wealth Group | Irvine | CA | 02/2023 | 04/2024 |
| Sequent Planning, Llc | Irvine | CA | 06/2024 | Present |
1) PDC Group, Not investment related, 1322 Calbourne Dr, Walnut, CA 91789, Firearm Parts Wholesale/Distribution, Co - Owner, 2/1/2017 start date, 5 hours a month, 0 hours during trading hours, Managing, buying and selling parts, working with customers. 2) HSP Advisors - DBA name for advisory services provided under Sequent Planning LLC. Owner. Investment related, 65 S Roosevelt Ave. Pasadena, CA 91107. 4/2/2015 to Present. 40 hours a month, 32 hours during trading hours. 3) Wang Dynasty International Inc DBA HSP Insurance Agency| Investment related | 65 S Roosevelt Ave. Pasadena, CA 91107 | Insurance, LTC, DI, Annuity, Life, Health, and Medicare sales, Insurance Rep, 4.2.2015, 4 hours a month, 0 hours during trading hours |Selling insurance, working with customers, networking| Owner, running the business, developing business plan as owner of insurance agency.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-07 |
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