BP
Boyong Park
AMERICAN WEALTH MANAGEMENT
Reno, NV 89511
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CRD#: 6426829
BP
Professional summary
Boyong Park, who also goes by Bo Park, is a registered financial advisor currently at AMERICAN WEALTH MANAGEMENT located in Reno, Nevada and M. S. HOWELLS & CO. located in Reno, Nevada.
Boyong is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Boyong has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bo Park
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.
1) DEC. 2014; MS HOWELLS & CO.; RENO, NV; INVESTMENT RELATED;BROKER/DEALER; REGISTERED ADMIN; BROKERAGE TRADES; DEVOTE 1 HRS/MONTH DURING MARKET HOURS. 2) AUG. 2018; AMERICAN WEALTH MANAGEMENT; RENO, NV; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; WEALTH ADVISOR / INVESTMENT ANALYST; DEVOTE 100 HRS/MONTH DURING MARKET HOURS. 3) JAN 2019; UNIVERSITY OF NEVADA, RENO, NV; NON INVESTMENT RELATED; HIGHER EDUCATION; PART TIME INSTRUCTOR; LECTURER FOR CORPORATE FINANCE CLASS; DEVOTE 15 HRS/MONTH DURING NON MARKET HOURS. 4) JULY 2022; RENO PHILHARMONIC ORCHESTRA, RENO, NV; NON INVESTMENT RELATED; BOARD OF TRUSTEE (FINANCE AND ARTISTIC COMMITTEE MEMBER); OVERSEE ORGANIZATIONS BUDGET, SUGGEST PROGRAMS; DEVOTE 2 HRS/MONTH DURING NON MARKET HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Boyong Park's 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®
NoneExperience
Current
February 17, 2016 - Present
AMERICAN WEALTH MANAGEMENT
Office #1: 570 Hammill Lane, Reno, NV 89511RIA
CRD#: 122205
Reno, NV
Current
August 24, 2016 - Present
M. S. HOWELLS & CO.
Office #1: 570 Hammill Lane, Reno, NV 89511BD
CRD#: 104100
Reno, NV
Past
November 24, 2015 - August 23, 2016
FOOTHILL SECURITIES, INC.
BD
CRD#: 1027
RENO, NV
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AMERICAN WEALTH MANAGEMENT
AMERICAN RETIREMENT PLANNERS | AMERICAN WEALTH MANAGEMENT | AMERICAN RETIREMENT PLANNERS, INC. | AMERICAN RETIREMENT PLANNERS II, INC.
CRD#: 122205 / SEC#: 801-70453
RIA
Registered Investment Advisory firm - (7/29/2009 Approved)California
Registered Investment Advisory firm - (8/31/2009 Terminated)Nevada
Registered Investment Advisory firm - (8/27/2009 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
IAR
California(11/26/2018)
IAR
Nevada(2/17/2016)
RR
Nevada(8/24/2016)
IAR
Texas(11/10/2022)
IAR
Washington(9/13/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
AW
AMERICAN WEALTH MANAGEMENT
AMERICAN RETIREMENT PLANNERS | AMERICAN WEALTH MANAGEMENT | AMERICAN RETIREMENT PLANNERS, INC. | AMERICAN RETIREMENT PLANNERS II, INC.
CRD#: 122205 / SEC#: 801-70453
RIA
Registered Investment Advisory firm - (7/29/2009 Approved)California
Registered Investment Advisory firm - (8/31/2009 Terminated)Nevada
Registered Investment Advisory firm - (8/27/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
570 Hammill Lane, Reno, NV 89511
Mailing Address
Phone number
(775) 332-7000
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 871 |
| AUM (Assets Under Management) | $ 694,306,410 |
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.
