Rui Xie

Employer firm

Red Griffin Wealth Management LLC CRD 277139

$6.37M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Educational seminars
PRIVATE CONSULTATIONS

From the firm’s Form ADV. Read the guides:

Current Employers

Red Griffin Wealth Management Llc

Windermere, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2016-01-04

FL RA
APPROVED

Since 2016-01-04

Branch Locations

Windermere, FL • 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

Organization	City	State	From	To
Red Griffin Wealth Management Llc	Windermere	FL	09/2014	Present
Aetna A Cvs Company	Amherst	NY	06/2016	Present

09/2014 → Present

Red Griffin Wealth Management Llc

Windermere, FL
06/2016 → Present

Aetna A Cvs Company

Amherst, NY

Other Businesses

Enlightening Inspirations LLC, not investment related, 8223 Tibet Butler Dr, Windermere, FL 34786, selling handmade crafts, CEO, 8/14/2017, 4 hrs/month, 0 hours during trading hours, responsible to handling LLC registration and registration for art shows/festivals Cornerstone International Solutions LLC, not investment related, 5757 Booth Rd #200, manager, 12/1/2011, 0.5 hours/month, 0 hours during trading hours, silent partner for property management

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-06-05

S65 Uniform Investment Adviser Law Examination

2015-06-05

Other Names

Jerry Xie

View on SEC IAPD