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Kenneth Park

Think Wealth, LLC

Valencia, CA

Los Angeles, CA

CRD 7896520

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Employer firm

Think Wealth, LLC CRD 293236

$4.85M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • THE FIRM PROVIDES ADVISORY SERVICE TO 401(K) CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Think Wealth, Llc

27018 Monterey Ave, Valencia, CA 91355 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-28
  • CA RA
    APPROVED
    Since 2024-05-28

Branch Locations

27018 Monterey Ave, Valencia, CA 91355 • United States

Los Angeles, CA • 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
Mortgage Research Laboratory Inc Los Angeles CA 12/2023 Present
Newline Realty Los Angeles CA 03/2023 Present
Pnk Mortgage Inc. Los Angeles CA 01/2021 Present
Sp Corporation Los Angeles CA 07/2012 12/2020
Think Wealth Asset Los Angeles CA 07/2023 Present
  • 12/2023 → Present
    Mortgage Research Laboratory Inc
    Los Angeles, CA
  • 03/2023 → Present
    Newline Realty
    Los Angeles, CA
  • 01/2021 → Present
    Pnk Mortgage Inc.
    Los Angeles, CA
  • 07/2012 → 12/2020
    Sp Corporation
    Los Angeles, CA
  • 07/2023 → Present
    Think Wealth Asset
    Los Angeles, CA
Previous Registrations
Other Businesses

Think Wealth Asset LLC Address: 801 S. Grand Ave Los Angeles, CA 90017 Type of Business: Real Estate Property Investment & Management (Investment-Related) Position: Managing Partner Start Date: 07/07/2023 Approximate Number of Hours: 4 Hours a week Duty: Operation & Managment

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-15
  • S65 Uniform Investment Adviser Law Examination
    2024-05-15

View on SEC IAPD

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