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50 California St 15Th Floor, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
50 California St 15Th Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investia Financial Service Inc. | Vancouver | 05/2016 | 10/2021 | |
| Investia Financial Service Inc. | Vancouver | 11/2021 | Present | |
| Wahdy Capital Management | San Francisco | CA | 11/2021 | Present |
Name: Investia Financial Service Inc. Investment-related: Yes Address: 130-10271 Shellbridge Way, Richmond BC V6X 2W8 Nature: Mutual Fund Investment Service Provider Position: Part-Time Employee Title: Assistant Start date: 2021-11-01 Hours/month: 15-20 hours per month Number of hours per securities trading hours: None Duties: Mainly maintaining client relationships for the Investia Advisor Jacky Chan, my duties include reply emails and phone calls from clients and updating clients' information in the Investia advisor system.
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