All Details of Green Card Application:

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Case Number: A-21132-85932

Fiscal year: 2024

Fiscal Year

2024

Case Number

A-21132-85932

Case Status

Denied

Received Date

2023-03-24

Decision Date

2024-04-29

Refile

N

Original File Date

2024-01-01 01:34:25

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

PACIFIC WEALTH SOLUTIONS, LLC

Employer Name Slug

pacific-wealth-solutions-llc

Employer Address 1

16430 BAKE PKWY

Employer Address 2

1ST FLOOR

Employer City

IRVINE

Employer City Slug

irvine

Employer State

CALIFORNIA

Employer State Slug

california

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

92618

Employer Phone

9496523878

Employer Number of Employees

2

Employer Year Commenced Business

2016

NAICS Code

52421

FW Ownership Interest

N

Employer Contact Name

Ta Lee

Employer Contact Address 1

4 Park Plaza, Suite 120

Employer Contact Address 2

Employer Contact City

Irvine

Employer Contact State/Province

CALIFORNIA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

92614

Employer Contact Phone

9496523878

Employer Contact Email

underwriting@pacwealthsolutions.com

Agent Attorney Name

ROBERT P GAFFNEY

Agent Attorney Firm Name

Law Offices of Robert P. Gaffney

Agent Attorney Phone

4159891998

Agent Attorney Address 1

601 Montgomery Street

Agent Attorney Address 2

Suite 1114

Agent Attorney City

San Francisco

Agent Attorney State/Province

CALIFORNIA

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

94111

Agent Attorney Email

rpg@usvisanet.com

PW Track Number

100-20295-88457

PW SOC Code

11-3031

PW SOC Title

BROKERAGE DIRECTOR

PW Skill Level

N/A

PW Wage

127879.00

PW Unit of Pay

Year

PW Wage Source

Other

PW Determination Date

2021-02-26

PW Expiration Date

2021-06-30

Wage Offer From

127879.00

Wage Offer To

127879.00

Average Salary

127879.00

Wage Unit of Pay

Year

Worksite Address 1

16430 Bake Pkwy

Worksite Address 2

1st Floor

Worksite City

Irvine

Worksite City Slug

irvine

Worksite State

CALIFORNIA

Worksite Postal Code

92618

Job Title

Brokerage Director

Job Title Slug

brokerage-director

Minimum Education

Master's

Major Field of Study

FINANCE OR A CLOSELY RELATED FIELD

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

24

Accept Alternative Job Title

Financial Analyst, Financial Advisor, Data Analyst, or related

Job Opportunity Requirements Normal

N

Foreign Language Required

N

Specific Skills

Masters Degree or foreign equivalent in Finance or a closely related field, and 2 years of experience as abr financial analyst, financial advisor, data analyst or related positionbr Experience must includebr 1. Minimum of 2 years of experience in performing financial analysis for life insurance products, premium financing, andbr jumbo loansbr 2. Minimum of 2 years of experience in use of financial modeling and data analysis, including use of stress tests, loan ladder modeling, andbr forecasting models to assist in the design of innovative financial products for the insurance industrybr 3. Minimum of 2 years of experience in compiling and synthesizing complex data sets and interpreting resulting data into businessbr information and actionable strategiesbr 4. Minimum of 1 year of experience with using Winflex or comparable data base user interface and query software for insurancebr illustration such as Navigator, Guardian Proposal System, Mass Illustrator, etc.br 5. Use of accounting software such as Quickbooks or Freshbooksbr 6. Use of Microsoft SharePoint or other equivalent cloud software that meets the encryption and data safety standards of insurance carriers

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2021-03-10

SWA Job Order End Date

2021-04-12

Sunday Edition Newspaper

Y

First Newspaper Name

The Orange County Register

First Advertisement Start Date

2021-03-14

Second Newspaper Ad Name

The Orange County Register

Second Advertisement Type

Newspaper

Second Ad Start Date

2021-03-21

Employer Website From Date

2021-03-18

Employer Website To Date

2021-04-08

Professional Organization Ad From Date

2024-01-01 01:34:25

Professional Organization Advertisement To Date

2024-01-01 01:34:25

Job Search Website From Date

2021-03-14

Job Search Website To Date

2021-04-13

Employee Referral Program From Date

2021-03-11

Employee Referral Program To Date

2021-03-25

Local Ethnic Paper From Date

2024-01-01 01:34:25

Local Ethnic Paper To Date

2024-01-01 01:34:25

Radio/TV Ad From Date

2024-01-01 01:34:25

Radio/TV Ad To Date

2024-01-01 01:34:25

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CHINA

Foreign Worker Birth Country

CHINA

Class of Admission

H-1B

Foreign Worker Education

Master's

Foreign Worker Information: Major

FINANCE

Foreign Worker Years of Education Completed

2015

Foreign Worker Institution of Education

CLAREMONT MCKENNA COLLEGE

Foreign Worker Education Institution Address 1

888 COLUMBIA AVENUE

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

CLAREMONT

Foreign Worker Education Institution State/Province

CA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

91711

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Robert P Gaffney

Preparer Title

Attorney

Preparer Email

rpg@usvisanet.com

Employer Information Declaration Name

Ta Lee

Employer Information Declaration Title

Chief Executive Officer