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Current Employers
Morling Financial Advisors, Llc

39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-03-17
  • CA RA
    APPROVED
    Since 2023-03-17

Branch Locations

39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of The Pacific Stockton CA 01/2014 01/2018
Moore Afghanistan Kabul 03/2018 07/2019
Copenhagen Business School Frederiksberg 08/2019 06/2021
Unemployed Fremont CA 06/2021 09/2022
Morling Financial Advisors, Llc Fremont CA 09/2022 Present
  • 01/2014 → 01/2018
    University Of The Pacific
    Stockton, CA
  • 03/2018 → 07/2019
    Moore Afghanistan
    Kabul
  • 08/2019 → 06/2021
    Copenhagen Business School
    Frederiksberg
  • 06/2021 → 09/2022
    Unemployed
    Fremont, CA
  • 09/2022 → Present
    Fremont, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-13
  • S65 Uniform Investment Adviser Law Examination
    2023-03-13

View on SEC IAPD

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