Inactive

Taiwei Chang

Basalt Wealth Inc.

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Current Employers

Basalt Wealth Inc.

Woodside, NY • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-05-02
NY	RA	APPROVED	2025-01-13

NJ RA
APPROVED

Since 2025-05-02
NY RA
APPROVED

Since 2025-01-13

Branch Locations

Woodside, NY • United States

Woodside, NY • 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
China Citic Bank International Limited	New York City	NY	06/2024	Present
City Investment Solutions	London		02/2024	06/2024
Shepherd Venture	San Diego	CA	02/2024	06/2024
Unemployed	Arlington	VA	12/2023	02/2024
Johns Hopkins University	Washington	DC	08/2022	12/2023
University Of Oklahoma	Norman	OK	08/2018	12/2021
Unemployed	Xi'aN		06/2018	08/2018
Shaanxi University Of Science And Technology	Hanzhong		08/2016	08/2018
Unemployed	Norman	OK	12/2021	08/2022
Basalt Wealth Inc.	New York City	NY	08/2024	Present

06/2024 → Present

China Citic Bank International Limited

New York City, NY
02/2024 → 06/2024

City Investment Solutions

London
02/2024 → 06/2024

Shepherd Venture

San Diego, CA
12/2023 → 02/2024

Unemployed

Arlington, VA
08/2022 → 12/2023

Johns Hopkins University

Washington, DC
08/2018 → 12/2021

University Of Oklahoma

Norman, OK
06/2018 → 08/2018

Unemployed

Xi'aN
08/2016 → 08/2018

Shaanxi University Of Science And Technology

Hanzhong
12/2021 → 08/2022

Unemployed

Norman, OK
08/2024 → Present

Basalt Wealth Inc.

New York City, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-24

S65 Uniform Investment Adviser Law Examination

2024-05-24

View on SEC IAPD

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