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Zijia Fu

Irc Wealth

Boston, MA

Atlanta, GA

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Current Employers
Irc Wealth

3050 Peachtree Road Nw Suite 220, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-04-24
  • MA RA
    APPROVED
    Since 2022-04-24

Branch Locations

Boston, MA • United States

3050 Peachtree Road Nw Suite 220, Atlanta, GA 30305 • 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
Irc Wealth Atlanta GA 08/2021 Present
Hooli Home Boston Boston MA 03/2020 08/2021
Brandeis University Waltham MA 08/2018 03/2020
Hangzhou Sirui Guantong Asset Management Hangzhou 08/2017 06/2018
Unemployed Changsha 07/2016 07/2017
  • 08/2021 → Present
    Atlanta, GA
  • 03/2020 → 08/2021
    Hooli Home Boston
    Boston, MA
  • 08/2018 → 03/2020
    Brandeis University
    Waltham, MA
  • 08/2017 → 06/2018
    Hangzhou Sirui Guantong Asset Management
    Hangzhou
  • 07/2016 → 07/2017
    Unemployed
    Changsha
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-26
  • S65 Uniform Investment Adviser Law Examination
    2022-03-26
Other Names
  • Naomi Fu

View on SEC IAPD

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