Chih-Tao Ma

Current Employers

Employment History

• 05/2012 → Present
  Cathay Bank
  Rowland Heights, CA
• 05/2012 → 12/2016
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2014 → 12/2016
  Cetera Investment Advisers Llc
  Rowland Heights, CA
• 12/2016 → Present
  Independent Financial Group
  San Gabriel, CA

Previous Registrations

• 2014-01-21 → 2016-12-14
  Cetera Investment Advisers Llc
  Rowland Heights, CA
  Torrance, CA
• 2012-05-29 → 2014-01-21
  Cetera Investment Services Llc
  Torrance, CA
  El Monte, CA
  Rowland Heights, CA
• 2011-07-07 → 2012-05-10
  U.S. Bancorp Advisors, Llc
  City Of Industry, CA
  Glendora, CA
• 2003-12-12 → 2011-07-01
  Bancwest Investment Services, Inc.
  West Covina, CA
  Los Angeles, CA
  Torrance, CA
  Torrance, CA
  Redondo Beach, CA
  Arcadia, CA
  Irvine, CA
  Los Angeles, CA
  West Covina, CA
  Temple City, CA
  Rosemead, CA
• 2003-05-12 → 2003-12-19
  Citicorp Investment Services
  Rowland Heights, CA
• 2001-01-05 → 2003-05-06
  Lpl Financial Llc
  Los Angeles, CA

Other Businesses

(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2016 ADDRESS: 660 N. Diamond Bar Blvd #268, Diamond Bar CA 91765, United States DESCRIPTION: CA LICENSED INSURANCE AGENT OFFERING INSURANCE SALES AND SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2000-12-07
• S63 Uniform Securities Agent State Law Examination
  2000-05-15

Other Names

• Jeffrey Ma
• Jeffrey Ma