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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-07 |
Branch Locations
8411 Westminster Blvd, Westminster, CA 92683 • United States
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Medics | Bonita Springs | FL | 10/2023 | 04/2026 |
| Lifepro Financial Services | San Diego | CA | 06/2019 | 05/2024 |
| Soluteks Inc | Westminster | CA | 04/2014 | Present |
| Advisor Share Wealth Management, Llc | Vancouver | WA | 04/2026 | Present |
Mr. Tran has the following Outside Business Activities: He is an insurance agent through Soluteks, Inc., where he devotes approximately 20 hours per week during both market and non-market hours. In this role, he sells insurance products, including annuities and life insurance. He is also a software consultant for Soluteks, Inc., providing software solutions to existing and prospective clients, and spends approximately 3 hours per week on this activity during both market and non-market hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-14 |
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