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10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
10940 Wilshire Blvd Suite 600, Los Angeles, CA 90024 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Confidence Wealth Management, Llc (Fka Plj Advisors) | Los Angeles | CA | 01/2014 | Present |
Name of outside business: Caregiving for family member; Is the business investment related: No; Location of the business: 2357 Westcott Ave Monterey Park CA 91754 USA; Description of the business: Caregiving for family member through IHSS; Position Title: Caregiver; Responsibilities Duties: Caregiving; Start date with business: 2023-07-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 33; Percentage of total yearly compensation expected to be derived from the business: 6.8; Will an IRS form for income earned be received: Yes;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-12 |
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