Fiscal Year

2022

Case Number

A-21022-44805

Case Status

Certified

Received Date

2021-01-25

Decision Date

2022-05-23

Refile

N

Original File Date

2022-01-01 11:31:20

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

Pointwealth Capital Management

Employer Name Slug

pointwealth-capital-management

Employer Address 1

16130 Ventura Blvd, 5th Floor

Employer Address 2

Suite 590

Employer City

Encino

Employer City Slug

encino

Employer State

CALIFORNIA

Employer State Slug

california

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

91436

Employer Phone

8183923979

Employer Number of Employees

3

Employer Year Commenced Business

2016

NAICS Code

5239

FW Ownership Interest

N

Employer Contact Name

Sandra Cho

Employer Contact Address 1

16130 Ventura Blvd, 6th floor

Employer Contact Address 2

Suite 670

Employer Contact City

Encino

Employer Contact State/Province

CALIFORNIA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

91436

Employer Contact Phone

8183923979

Employer Contact Email

sandra@pointwealthcm.com

Agent Attorney Name

TzuHui Chien

Agent Attorney Firm Name

Ashenberg Law Group, P.C.

Agent Attorney Phone

9495779227

Agent Attorney Address 1

8 Corporate Park

Agent Attorney Address 2

Suite 300

Agent Attorney City

Irvine

Agent Attorney State/Province

CALIFORNIA

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

92606

Agent Attorney Email

olivia@ashenberglaw.com

PW Track Number

P10020142593386

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level IV

PW Wage

114317.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2020-09-10

PW Expiration Date

2021-06-30

Wage Offer From

114317.00

Wage Offer To

0.00

Average Salary

114317.00

Wage Unit of Pay

Year

Worksite Address 1

16130 Ventura Blvd

Worksite Address 2

Suite 590

Worksite City

Encino

Worksite City Slug

encino

Worksite State

CALIFORNIA

Worksite Postal Code

91436

Job Title

Portfolio Management Analyst

Job Title Slug

portfolio-management-analyst

Minimum Education

Master's

Major Field of Study

Finance or Related Field of Study

Required Training

N

Required Experience

Y

Required Experience Months

12

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

N

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

12

Accept Alternative Job Title

In the job offered or related field.

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Must have 12 months of experience in the job offered or related field. Experience must include Model Management, Client Profiling, and use of Morningstar and Emoney tools. FINRA series 7 and 66 licenses required.

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

2020-09-16

SWA Job Order End Date

2020-10-19

Sunday Edition Newspaper

Y

First Newspaper Name

LA Daily News

First Advertisement Start Date

2020-10-04

Second Newspaper Ad Name

LA Daily News

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-10-11

Employer Website From Date

2020-09-16

Employer Website To Date

2020-10-13

Professional Organization Ad From Date

2022-01-01 11:31:20

Professional Organization Advertisement To Date

2022-01-01 11:31:20

Job Search Website From Date

2022-01-01 11:31:20

Job Search Website To Date

2022-01-01 11:31:20

Employee Referral Program From Date

2022-01-01 11:31:20

Employee Referral Program To Date

2022-01-01 11:31:20

Local Ethnic Paper From Date

2020-09-25

Local Ethnic Paper To Date

2020-09-25

Radio/TV Ad From Date

2020-09-26

Radio/TV Ad To Date

2020-09-26

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

APPLIED FINANCE

Foreign Worker Years of Education Completed

2017

Foreign Worker Institution of Education

PEPPERDINE UNIVERSITY

Foreign Worker Education Institution Address 1

24255 PACIFIC COAST HWY

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

MALIBU

Foreign Worker Education Institution State/Province

CA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

90263

Foreign Worker Experience with Employer

N/A

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

TzuHui Chien

Preparer Title

Attorney

Preparer Email

olivia@ashenberglaw.com

Employer Information Declaration Name

Sandra Cho

Employer Information Declaration Title

President