Wenwen Dong

Current Employers

Employment History

• 09/2015 → 10/2016
  Transamerica Financial Advisors, Inc
  Tucson, AZ
• 09/2015 → 08/2017
  World Financial Group, Inc.
  Tucson, AZ
• 07/2016 → 08/2017
  Randstad Corporate Service
  Scottsdale, AZ
• 08/2017 → 02/2019
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 03/2017 → 12/2020
  Wenshasha, Llc
  Phoenix, AZ
• 02/2019 → 11/2019
  Gwfs Equities
  Anchorage, AK
• 02/2020 → 12/2020
  Valic Financial Advisors, Inc.
  Anchorage, AK
• 12/2020 → 11/2021
  Apcm Wealth Management For Individuals, Llc
  Anchorage, AK
• 11/2021 → 08/2022
  Confidence Wealth
  Summerlin, NV
• 12/2020 → 11/2021
  Alaska Permanent Capital Management
  Anchorage, AK
• 01/2020 → 12/2020
  Aig Retirement Service
  Anchorage, AK
• 08/2017 → 01/2019
  Vanguard Group
  Scottsdale, AZ
• 02/2019 → 11/2019
  Empower Retirement
  Anchorage, AK
• 02/2014 → 12/2016
  Self Employed
  Phoenix, AZ
• 02/2022 → 08/2022
  Confidence Wealth Management, Llc
  Henderson, NV
• 09/2022 → Present
  Empirical Wealth Management
  Anchorage, AK

Previous Registrations

• 2022-02-25 → 2022-08-31
  Confidence Wealth Management, Inc.
  Los Angeles, CA
• 2021-01-21 → 2021-11-18
  Alaska Wealth Advisors
  Anchorage, AK
• 2020-02-24 → 2020-12-17
  Valic Financial Advisors, Inc.
  Anchorage, AK
• 2019-03-07 → 2019-12-13
  Empower Advisory Group, Llc
  Anchorage, AK
  Greenwood Village, CO
• 2016-07-06 → 2016-09-01
  Transamerica Financial Advisors, Llc
  Tucson, AZ

Other Businesses

WENSHASHA TRUST POSITION: Trustee NATURE: Rental Properties. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/2020 ADDRESS: 6934 Meadow St, Unit 305, Anchorage AK 99507, United States DESCRIPTION: Rent, sale and purchase of properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-29
• S63 Uniform Securities Agent State Law Examination
  2016-06-09

Designations

Other Names

• Wenwen Dong