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1 Park Plaza Suite 210, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Eastvale | CA | 03/2016 | Present |
| Self Employed | Eastvale | CA | 10/2018 | Present |
| American Fundstars Financial Group Llc | Newport Beach | CA | 10/2022 | Present |
(1) Currently acting as a self-employed insurance agent. This is investment-related. Address: 53 Haviland, Irvine, CA 92620. Nature of business: insurance agent. Position: Insurance Agent. Start date of relationship: October 2018. Approximate number of hours/month devoting to this business: 30 hour/month. Number of hours devoting to this business during securities trading hours: 0. Duties relating to this business: selling insurance products. (2) Currently acting as a self-employed real estate agent. This is investment-related. Address: 53 Haviland, Irvine, CA 92620. Nature of business: real estate agent. Position: Real Estate Agent. Start date of relationship: March 2016. Approximate number of hours/month devoting to this business: 30 hour/month. Number of hours devoting to this business during securities trading hours: 0. Duties relating to this business: assisting buyers and sellers in real estate transactions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-11 |
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