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Berkeley, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Gap, Inc. | San Francisco | CA | 09/2006 | 05/2019 |
| The Gap, Inc. | San Francisco | CA | 05/2019 | 10/2020 |
| Fisher & Kong, Llp | Oakland | CA | 10/2020 | 12/2021 |
| Fisherkong Law | Oakland | CA | 01/2022 | Present |
| Northern California Fiduciary Advisors, Llc | Berkeley | CA | 03/2024 | Present |
MODERN PAYMENTS CONSULTING, LLC located in Novato, CA. Yen Trac owns 1/3 of this business. There are 2 other partners who also own 1/3 each of this business. This company provides consulting services to companies who seek advice about payments--credit cards, gift cards, processing services, etc. This business helps companies understand their payment options and strategies, including using payments to help drive loyalty. This business was created on March 4, 2024. I currently do not provide any services through this entity but will do so if and when the need arises. Yen expects to spend no more than 20% of her time on work related to this business. This organization is not an investment related business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-16 |
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