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Dong Hao Zhang

Evla Hills Equity Services LLC

Saratoga, CA

CRD 2413449

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Employer firm

Evla Hills Equity Services LLC CRD 142446

$51.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Evla Hills Equity Services Llc

14005 Oak Hollow Lane, Saratoga, CA 95070 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2007-01-10
  • CA RA
    APPROVED
    Since 2007-01-10

Branch Locations

Saratoga, 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
Evla Hills Equity Services Llc Saratoga CA 09/2006 Present
Previous Registrations
  • 2005-05-25 → 2006-05-11
    Engemann Asset Management
    Scotts Valley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-24
  • S65 Uniform Investment Adviser Law Examination
    2005-05-24

View on SEC IAPD

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