Tai Hwee Stanley Diong

Current Employers

Employment History

• 11/2005 → 06/2024
  Securities America, Inc
  Bloomington, MN
• 11/2005 → Present
  Everest Financial Group, Llc
  Bloomington, MN
• 03/2006 → Present
  Yangtze/Great Wall
  Minneapolis, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN

Other Businesses

1. YANGTZE POSITION: staff NATURE: YANGTZE INC- FOOD SERVICE- FAMILY RESTAURANT STAFF- WEEKEND HELPER WORKING 2-3 HOURS PER DAY INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/16/2006 ADDRESS: 5625 Wayzata Blvd, St. Minneapolis, MN 55416 DESCRIPTION: Assist wife in managing her restaurant which includes answering phone calls, taking orders from customers, hosting and seating, cleaning and busing tables etc. 2. INSURANCE POSITION: Agent NATURE: 1 INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 6/2000 - LOCATED AT 701 XENIA AVE S SUITE 250 MINNEAPOLIS MN 55416 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2000 ADDRESS: 701 Xenia Ave S, Suite 250, Golden Valley MN 55416 DESCRIPTION: Fixed insurance sales 3. DIONG CONSULTING INC POSITION: President NATURE: Management consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 11008 Aquila Bluffs Cir, Bloomington MN 55438 DESCRIPTION: Consult on management strategies, efficiencies and insurance matters 4. POND VIEW PARK CONDOMINIUM POSITION: Landlord NATURE: I have a rental property that generates monthly income of $1421. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2014 ADDRESS: 1400 Dakota Ave S, Apt 105, St. Louis Park MN 55416, United States DESCRIPTION: No active duties on this rental unit. The property is being managed by Sharper Management and current paying a monthly association fees of $518.20. 5. HIGHLAND VILLAS POSITION: Landlord NATURE: I have a rental property that generates monthly income of $1300 INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2018 ADDRESS: 10906 Highland Rd, Bloomington MN 55438, United States DESCRIPTION: No active duties on this rental unit. The property is being managed by New Concepts Management Group, Inc. and Highland Villas HOA, and currently paying a monthly association fees of $355. 6. EVEREST FINANCIAL GROUP, LLC POSITION: Investment Advisory Representative NATURE: 2 EVEREST FINANCIAL GROUP LLC- FINANCIAL ADVISORY & ASSET MANAGEMENT-SENIOR PARTNER/INVESTMENT ADVISOR REPRESENTATIVE - 75% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 11/28/2005 ADDRESS: 701 Xenia Ave S, Suite 250, Golden Valley MN 55416 DESCRIPTION: To provide investment-related advice.

Exams

• S66 Uniform Combined State Law Examination
  2000-03-28

Other Names

• Stanley Diong
• Tai Hwee Diong