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Zhijie Zhuang

Insideout Wealth Strategies, LLC

Cupertino, CA

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Current Employers
Insideout Wealth Strategies, Llc

Cupertino, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-07
  • CA RA
    APPROVED
    Since 2025-06-07

Branch Locations

Cupertino, CA • 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
Insideout Wealth Strategies, Llc Cupertino CA 05/2025 Present
Greentech Renewables San Diego CA 11/2022 03/2025
Full Time Student San Jose CA 06/2015 08/2022
  • 05/2025 → Present
    Insideout Wealth Strategies, Llc
    Cupertino, CA
  • 11/2022 → 03/2025
    Greentech Renewables
    San Diego, CA
  • 06/2015 → 08/2022
    Full Time Student
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-05
  • S65 Uniform Investment Adviser Law Examination
    2025-05-05

View on SEC IAPD

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