Christine Lan-Huei Cheng Medeiros

Current Employers

Employment History

• 07/2014 → Present
  Nylife Securities Llc
  Honolulu, HI
• 06/2014 → Present
  New York Life Insurance Co.
  Honolulu, HI
• 01/2015 → Present
  Eagle Strategies Llc
  Honolulu, HI

Previous Registrations

• 2003-03-06 → 2004-10-20
  Equitable Advisors, Llc
  Woodland Hills, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 841 Bishop Street, Suite 1900, Honolulu, HI 96813; Start Date 07/2017; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 4 hours per month during securities trading hours] [CFA Society of Hawaii; Participating on the board as part of the Branding Committee with a focus on women in finance; P.O. Box 580 Honolulu, HI 96809; Start Date 09/2017; Role/Title: Board Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [CFP Board Disciplinary and Ethics Commission; Volunteer CFP Board Disciplinary and Ethics Commission reviews facts related to potential code of conduct/ethics violations by CFP professionals/candidates and issues a final order of discipline/sanction.; 1425 K ST NW #800, WASHINGTON, DC 20005; Start Date 01/2021; Role/Title: Volunteer; Investment Related; 8 hours per month; 2 hours per month during securities trading hours;I have been appointment to a term on the CFP Board Disciplinary and Ethics Commission ("DEC") which reviews cases related to potential code of conduct or ethics violations by CFP professionals and/or candidates. The term runs from 6/15/21 - 3/31/22 and may or may not be renewed. I would be participating in Hearing Panels that review cases and make recommendations to the DEC for appropriate sanctions. In addition, as a member of DEC I will assist in reviewing Hearing Panel recommendations to issue a final order.] [Enchanted Lake Elementary Robotics Team; students at Enchanted Lake Elementary participating in the FIRST LEGO League Challenge Competition; 770 Keolu Drive, Kailua, HI 96734; Start Date 08/2023; Role/Title: Team Administrator/Mentor; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; help register the team for events and mentor the students on their research project and presentation] [CFP Board Appeals Commission; The CFP Board is the body that oversees Certified Financial Planners. The Appeals Commission reviews cases presenting by CFP individuals seeking to appeal the sanction or disciplinary actions determined by Disciplinary and Ethics Commission.; 1425 K St NW #800, Washington, DC 20005; Start Date 01/2025; Role/Title: Volunteer; Investment Related; 4 hours per month; 2 hours per month during securities trading hours; appeals commission] [Enchanted Lake PTA; parent teacher association for Enchanted Lake Elementary School. It provides a forum for parents and teachers to collaborate on initiatives for the school's benefit.; 770 Keolu Drive, Kailua, HI 96734; Start Date 03/2021; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [Kailua Intermediate School; Volunteer at my son's middle school to coordinate fundraiser and other volunteers.; 145 S Kainalu Dr, Kailua, HI 96734; Start Date 11/2025; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-08-05
• S66 Uniform Combined State Law Examination
  2003-03-03

Designations

Other Names

• Christine Lan-Huei Ono
• Christine Lan-Huei Cheng
• Christine Lan-Huei Medeiros