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Michael Zheng Wu

Trailhead Pacific, LLC

Berkeley, CA

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Current Employers
Trailhead Pacific, Llc

Berkeley, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-04-12
  • CA RA
    APPROVED
    Since 2018-04-12

Branch Locations

Berkeley, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fcm Investments Dallas TX 05/1995 12/2017
Trailhead Pacific, Llc Berkeley CA 01/2023 Present
Trailhead Pacific, Llc San Francisco CA 07/2017 12/2022
Previous Registrations
  • 1999-01-01 → 2018-03-19
    Fcm Investments
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-04
S63 Uniform Securities Agent State Law Examination 1996-09-19
  • S65 Uniform Investment Adviser Law Examination
    1996-10-04
  • S63 Uniform Securities Agent State Law Examination
    1996-09-19
Designations
Other Names
  • Zheng Wu
  • Zheng Wu

View on SEC IAPD

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