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Zhezheng Cao

Equitable Advisors, LLC

Irvine, CA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-30
  • CA RA
    APPROVED
    Since 2024-09-30

Branch Locations

2050 Main Street, Suite 500, Irvine, CA 92614 • 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
Equitable Advisors, Llc New York NY 12/2023 Present
Unemployed Irvine CA 07/2023 11/2023
University Of California Irvine CA 09/2019 06/2023
Minmetals International Hangzhou 06/2022 12/2022
Unemployed Irvine CA 11/2013 08/2019
  • 12/2023 → Present
    Equitable Advisors, Llc
    New York, NY
  • 07/2023 → 11/2023
    Unemployed
    Irvine, CA
  • 09/2019 → 06/2023
    University Of California
    Irvine, CA
  • 06/2022 → 12/2022
    Minmetals International
    Hangzhou
  • 11/2013 → 08/2019
    Unemployed
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-27
S63 Uniform Securities Agent State Law Examination 2024-07-22
  • S66 Uniform Combined State Law Examination
    2024-09-27
  • S63 Uniform Securities Agent State Law Examination
    2024-07-22
Other Names
  • Mark Cao

View on SEC IAPD

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INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
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