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1 Park Plaza Suite 210, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-10 |
Branch Locations
4695 Macarthur Court Suite 560, Newport Beach, CA 92660 • United States
1 Park Plaza Suite 210, Irvine, CA 92614 • UNITED STATES
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 |
|---|---|---|---|---|
| Morgan Stanley | Irvine | CA | 04/2017 | 07/2021 |
| Safy Info Tech (Shanghai) Ltd. | Shanghai | 07/2012 | 03/2017 | |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | 07/2021 |
| American Fundstars Financial Group Llc | Newport Beach | CA | 06/2021 | Present |
Currently acting as an insurance agent for American Fundstars Insurance Agency (DBA of American Fundstars Financial Group LLC). This is investment-related. Address: 1 Park Plaza, Suite 210, Irvine, CA, 92614. Nature of business: insurance. Position: Insurance Agent. Start date of relationship: September28, 2021. Approximate number of hours/month devoting to this business: 2 hour/month. Duties relating to this business: provide insurance services based on clients' financial needs and investment portfolios
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-18 |
| S66 | Uniform Combined State Law Examination | 2017-07-25 |
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