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San Jose, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadence Design Systems, Inc. | San Jose | CA | 02/2002 | Present |
| Horizon Investment Services, Inc. | San Jose | CA | 05/2022 | 07/2025 |
| Dao Trading & Advisory Inc. | San Jose | CA | 07/2025 | Present |
I am currently a full time employee of Cadence Design Systems Inc. This is a high tech company that is not investment-related. This company is located at 2619 Seely Ave., San Jose CA 95134. I have been an engineer working in this company since 2/1/2002. Since I am full time employee in this company, I worked in this company daily. I don't do regular security trading during working hours. I am a software engineer engaging in software debugging and testing. I passed the security license exams and got my license so that I could do investment advisor related works in the future. Right now I don't have any activities related to my investment advisor license.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-03 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-21 |
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