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Los Angeles, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halcyon Investment Advisor Llc | Los Angeles | CA | 02/2022 | Present |
| Zk Investment Inc | Pasadena | CA | 01/2019 | 12/2021 |
| Rlap Inc. | Rancho Cucamonga | CA | 01/2017 | 12/2018 |
| Jade Enterprises, Ltd | Walnut | CA | 01/2015 | 12/2016 |
| Nan Shan Life Insurance Company | Taipei | 09/2007 | 09/2017 | |
| Alpha Helix Asset Management Company Limited | Taipei | 07/2019 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-03 |
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