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WW

Wayland L. Woo

KARMEQ
Daly City, CA 94015
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CRD#: 4146546
WW

Professional summary


Wayland Lee Woo, who also goes by Wayland Lee Woo, is a registered financial professional currently at KARMEQ, LLC located in Daly City, California.

Wayland is registered as a RR (Registered Representative) and started their career in finance in 2000. Wayland has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wayland Lee Woo

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Wayland Lee Woo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 14, 2020 - Present

KARMEQ, LLC

Office #1: 318 Westlake Center Suite 203, Daly City, CA 94015
BD
CRD#: 300796
Daly City, CA
Past

September 8, 2005 - November 9, 2005

TERRA NOVA FINANCIAL, LLC

BD
CRD#: 37761
NEW YORK, NY
Past

October 20, 2004 - June 24, 2005

TERRA NOVA FINANCIAL, LLC

BD
CRD#: 37761
NEW YORK, NY
Past

March 1, 2000 - May 30, 2000

LEXIT CAPITAL, LLC

BD
CRD#: 34048
HOBOKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(11/2/2022)
RR
Alaska
(10/26/2022)
RR
Arizona
(10/26/2022)
RR
Arkansas
(11/29/2022)
RR
California
(11/3/2020)
RR
Colorado
(11/3/2022)
RR
Connecticut
(10/31/2022)
RR
Delaware
(10/26/2022)
RR
District of Columbia
(11/17/2022)
RR
Florida
(11/29/2022)
RR
Georgia
(10/27/2022)
RR
Hawaii
(11/21/2022)
RR
Idaho
(10/26/2022)
RR
Illinois
(11/3/2022)
RR
Indiana
(1/30/2023)
RR
Iowa
(10/26/2022)
RR
Kansas
(10/11/2022)
RR
Kentucky
(10/26/2022)
RR
Louisiana
(10/26/2022)
RR
Maine
(11/3/2022)
RR
Maryland
(11/18/2022)
RR
Massachusetts
(11/21/2022)
RR
Michigan
(10/26/2022)
RR
Minnesota
(12/8/2022)
RR
Mississippi
(10/26/2022)
RR
Missouri
(11/15/2022)
RR
Montana
(10/26/2022)
RR
Nebraska
(10/26/2022)
RR
Nevada
(11/2/2022)
RR
New Hampshire
(11/16/2022)
RR
New Jersey
(11/10/2022)
RR
New Mexico
(11/21/2022)
RR
New York
(10/26/2022)
RR
North Carolina
(10/26/2022)
RR
North Dakota
(11/9/2022)
RR
Ohio
(10/28/2022)
RR
Oklahoma
(10/26/2022)
RR
Oregon
(10/31/2022)
RR
Pennsylvania
(10/26/2022)
RR
Rhode Island
(10/26/2022)
RR
South Carolina
(11/1/2022)
RR
South Dakota
(10/27/2022)
RR
Tennessee
(10/28/2022)
RR
Texas
(11/15/2022)
RR
Utah
(10/27/2022)
RR
Vermont
(11/3/2022)
RR
Virgin Islands
(11/16/2022)
RR
Virginia
(11/7/2022)
RR
Washington
(10/26/2022)
RR
West Virginia
(11/16/2022)
RR
Wisconsin
(10/26/2022)
RR
Wyoming
(10/31/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/27/2020
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/14/2020
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/21/2020
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


KL
KARMEQ, LLC
KARMEQ, LLC

CRD#: 300796 / SEC#: , 8-70320

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
318 Westlake Center Suite 203, Daly City, CA 94015
Mailing Address
50 California Street Suite 1500, San Francisco, CA 94111
Phone number
(415) 651-5767
Established
Delaware since 11/21/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
POPLAR CAPITAL, INCSOLE MEMBER
MOYE, CELESTE WILLATFINOP6566618
WOO, WAYLAND LEECHIEF COMPLIANCE OFFICER4146546
YOUNG, DARRELL MINGKONGCEO4708550

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KARMEQ, LLC

CRD#: 300796Daly City, CA 94015

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