Weifen Cheng

Current Employers

Employment History

• 02/2015 → 05/2022
  Citigroup Global Markets Inc.
  San Mateo, CA
• 05/2022 → Present
  Morgan Stanley Smith Barney Llc
  San Mateo, CA
• 07/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-02-13 → 2022-05-31
  Citigroup Global Markets Inc.
  San Mateo, CA
  San Antonio, TX
  San Francisco, CA
  San Mateo, CA
  San Francisco, CA
  Westlake Village, CA
  San Francisco, CA
  San Mateo, CA
  Fresno, CA
  San Francisco, CA
• 2011-11-08 → 2015-02-18
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
  Corte Madera, CA
  San Francisco, CA
• 2010-01-25 → 2011-11-07
  U.S. Bancorp Investments, Inc.
  Cupertino, CA
  Cupertino, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2009-10-23 → 2010-01-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fremont, CA
  Fremont, CA
  San Jose, CA
  Fremont, CA
• 2008-09-04 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Fremont, CA
  Fremont, CA
  San Jose, CA
  Union City, CA
  Union City, CA
  Fremont, CA
• 2007-07-05 → 2008-09-08
  Countrywide Investment Services, Inc.
  San Francisco, CA
  Menlo Park, CA
  San Mateo, CA
  San Francisco, CA
  Sunnyvale, CA
• 2003-10-28 → 2005-09-21
  Citicorp Investment Services
  San Francisco, CA

Other Businesses

*628095 - None; Investment related: Yes; san mateo, California; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 6/2024; During business hours: 1; After business hours: 0; Investment Decisions/Advice

Exams

• S66 Uniform Combined State Law Examination
  2001-08-29
• S63 Uniform Securities Agent State Law Examination
  2001-02-21

Designations

Other Names

• Bonnie Cheng
• Weifen Cheng
• Bonnie-Weifen Cheng