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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-28 |
Branch Locations
2400 Research Blvd. Suite 310, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Haixia Cheng | Vienna | VA | 02/2023 | 05/2026 |
| Yongan Guofu Asset Management Co | Beijing | 05/2020 | 01/2023 | |
| Mba Candidate Of Uic | Chicago | IL | 12/2019 | 04/2020 |
| Nanhua Fund Management Co. | Beijing | 08/2018 | 11/2019 | |
| China Securities Co. | Beijing | 12/2017 | 07/2018 | |
| China Asset Management Co. | Beijing | 10/2007 | 11/2017 | |
| Independent Financial Group Llc | Rockville | MD | 05/2026 | Present |
UPRIGHT PLANNING, LLC POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2026 ADDRESS: 2400 Research Blvd., Suite 310, Rockville MD 20850, United States DESCRIPTION: DBA name used for marketing financial planning and advisory services as an IFG registered representative.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-05 |
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