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Inactive

Michelle Wu

Tenon Financial

Metuchen, NJ

Somerville, MA

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Current Employers
Tenon Financial

10 Station Place Suite 9, Metuchen, NJ 08840 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-09-16
NJ RA APPROVED 2023-04-04
TX RA APPROVED 2023-03-17
  • MA RA
    APPROVED
    Since 2024-09-16
  • NJ RA
    APPROVED
    Since 2023-04-04
  • TX RA
    APPROVED
    Since 2023-03-17

Branch Locations

10 Station Place Suite 9, Metuchen, NJ 08840 • United States

Somerville, MA • 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
Putnam Investments Boston MA 07/2012 02/2022
Core Planning, Llc St. Louis MO 09/2022 03/2023
Na / Sabbatical Somerville MA 02/2022 09/2022
Origin Financial Boston MA 09/2022 03/2024
Tenon Financial Metuchen NJ 03/2023 Present
  • 07/2012 → 02/2022
    Putnam Investments
    Boston, MA
  • 09/2022 → 03/2023
    Core Planning, Llc
    St. Louis, MO
  • 02/2022 → 09/2022
    Na / Sabbatical
    Somerville, MA
  • 09/2022 → 03/2024
    Origin Financial
    Boston, MA
  • 03/2023 → Present
    Tenon Financial
    Metuchen, NJ
Previous Registrations
Designations
Other Names
  • Pei Zhang

View on SEC IAPD

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EAGLE STRATEGIES LLC
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AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

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GREGG THOMAS ABELLA
Christina Sharkey
FRANK JAMES ABELLA
BRIAN FREDERICK BROWN
THOMAS WILLIAM SHEPHERD
Dekker Sebastian Buckley
ROBERT JOSEPH VOCCOLA

Other Offices

INVESTMENT PARTNERS ASSET MANAGEMENT · METUCHEN, NJ
BYRON PLACE CAPITAL MANAGEMENT, LLC · METUCHEN, NJ
SNOWDEN CAPITAL ADVISORS LLC · Metuchen, NJ
J.P. MORGAN SECURITIES LLC · METUCHEN, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · METUCHEN, NJ
EAGLE STRATEGIES LLC · METUCHEN, NJ
STATE FARM INVESTMENT MANAGEMENT CORP. · Metuchen, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Metuchen, NJ

More in Metuchen, NJ

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