Julia Rong Cheng

Current Employers

Employment History

• 10/2019 → Present
  Cabot Lodge Securities Llc
  New York, NY
• 06/2015 → Present
  Ifs Securities
  Atlanta, GA
• 03/2017 → Present
  Sb Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2017-03-27 → 2020-07-29
  Sb Advisory, Llc
  San Diago, CA
  Atlanta, GA
• 2010-01-04 → 2015-06-08
  Girard Securities, Inc.
  San Diego, CA
  San Diego, CA
  Flushing, NY
  Alhambra, CA
• 1998-03-03 → 2010-01-21
  Pruco Securities, Llc.
  San Diego, CA
  Las Vegas, NV
  San Diego, CA
  San Diego, CA
  San Diego, CA

Other Businesses

1) Alltime Consulting Group of WeiWei Advisory Group, investment related, insurance and investments, Flushing, NY, Managing Director, 5/2012, 10 hours, 6 hours during trading hours, agent to sell insurance and financial planning and advising, annuity sales, life, health, LTC, DI. 2) Julia Cheng Wealth Management and Estate Planning, DBA Julia Cheng Pinnacle Financial and Insurance Sales, investment related, San Diego, CA, President, 1/2010, 50 hours, 1 hour/day during trading hours, management, marketing, insurance sales. 3) Julia Cheng Wealth Management and Estate Planning, Inc., investment related, insurance and investments, San Diego, CA, President, 1/2010, 40 hours, 15 hours during trading hours, marketing, insurance sales, financial plans, brokerage accounts. 4) Pacific Bridge Insurance Services, Inc., investment related, insurance and investments, Monrovia, CA, Vice President, 6/2019, 16 hours, 6 hours during trading hours, agent to sell insurance and financial planning and advising, annuity sales, life, health, LTC, DI.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-01
• S63 Uniform Securities Agent State Law Examination
  1991-03-18

Designations