Hui Zhang

Current Employers

Employment History

• 01/2013 → 03/2020
  Cetera Investment Services
  Saint Cloud, MN
• 01/2013 → 03/2020
  East West Bank
  San Marino, CA
• 01/2014 → 03/2020
  Cetera Investment Advisers Llc
  San Marino, CA
• 09/2020 → Present
  Independent Financial Group
  San Gabriel, CA
• 04/2020 → 08/2020
  Unemployed
  San Gabriel, CA

Previous Registrations

• 2014-01-21 → 2020-03-06
  Cetera Investment Advisers Llc
  Alhambra, CA
  Monterey Park, CA
  San Marino, CA
• 2013-01-28 → 2014-01-21
  Cetera Investment Services Llc
  Alhambra, CA
  Alhambra, CA
  Monterey Park, CA
  Alhambra, CA
  Los Angeles, CA
  Los Angeles, CA
  San Marino, CA
  Los Angeles, CA
• 2011-07-05 → 2013-01-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pasadena, CA
  Pasadena, CA
  Pasadena, CA

Other Businesses

(1) SUNRISE INVESTMENT CAPITAL POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2020 ADDRESS: 9182 Arcadia Ave, San Gabriel CA 91775, United States DESCRIPTION: 100% owner of DBA used for marketing purposes (2) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: 9182 Arcadia Ave, San Gabriel CA 91775, United States DESCRIPTION: Coaching/mentoring sales position with Crump Insurance Company to assist with sales (3) SUNRISE LENDING INC POSITION: Officer/Director NATURE: Mortgage Lending Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 3 START DATE: 08/28/2021 ADDRESS: 701 S San Gabriel Bl, Ste D, San Gabriel CA 91775, United States DESCRIPTION: Acting as a liaison by communicating with the clients and bank underwriter for the required information in order to get the loan approved.

Exams

• S66 Uniform Combined State Law Examination
  2011-07-01

Other Names

• Hui Zhang
• Hui Zhang
• Celia Zhang