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Li Yu

Investamily, LLC

Irvine, CA

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Current Employers
Investamily, Llc

Oak Park, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

2082 Business Center Dr Ste 225, Irvine, CA 92612 • 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
New Dream Services Inc Irvine CA 03/2023 Present
Guangdong Mcd Consultants Co.LTd Guangzhou 02/2013 02/2023
Investamily Llc Oak Park CA 03/2023 Present
  • 03/2023 → Present
    New Dream Services Inc
    Irvine, CA
  • 02/2013 → 02/2023
    Guangdong Mcd Consultants Co.LTd
    Guangzhou
  • 03/2023 → Present
    Oak Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-20
  • S65 Uniform Investment Adviser Law Examination
    2023-06-20

View on SEC IAPD

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