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Oak Park, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-15 |
| IL | RA | APPROVED | 2017-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Dream Services Inc. | Irvine | CA | 09/2013 | Present |
| Investamily, Llc | Oak Park | CA | 04/2010 | Present |
Independent insurance agent receiving insurance commissions for health insurance applications through Covered California health insurance marketplace since 2016; 4-12 hrs/mth Real Estate Broker licensed by the State of Illinois, operating as property manager of self-owned condo unit located in Chicago, IL since 2012; 4 hrs/mth Employment by New Dream Services Inc. as Chief Financial Officer, which is based in Irvine, CA since 2013; 20 hrs/mth Non of the above are investment-related business activities.
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