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Inactive

Lina Zhu

Mia Lee Financial

Albany, NY

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Current Employers
Mia Lee Financial

418 Broadway Ste N, Albany, NY 12207 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-19
  • NY RA
    APPROVED
    Since 2024-08-19

Branch Locations

418 Broadway Ste N, Albany, NY 12207 • 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
OrganizationCityStateFromTo
Kroll New York NY 06/2014 03/2018
Grant Thornton Llp New York NY 04/2018 10/2019
N/A Unincorporated New York NY 10/2019 Present
M Virtue Llc Albany NY 05/2024 Present
  • 06/2014 → 03/2018
    Kroll
    New York, NY
  • 04/2018 → 10/2019
    Grant Thornton Llp
    New York, NY
  • 10/2019 → Present
    N/A Unincorporated
    New York, NY
  • 05/2024 → Present
    M Virtue Llc
    Albany, NY
Other Businesses

accountant

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-30
  • S65 Uniform Investment Adviser Law Examination
    2024-04-30
Other Names
  • Yiru Zhu

View on SEC IAPD

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JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

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