Best Investors Account Sign in

Xianzheng Zhong

Morgan Stanley

Cupertino, CA

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-05
CA RA APPROVED 2020-08-11
  • TX RA
    APPROVED_RES
    Since 2022-10-05
  • CA RA
    APPROVED
    Since 2020-08-11

Branch Locations

20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • 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
Citigroup San Francisco CA 12/2017 08/2020
Ctc Chinese Translation/Travel And Consulting Salt Lake City UT 05/2017 12/2017
Solomon Page Group New York NY 10/2016 04/2017
Morgan Stanley Smith Barney Llc Cupertino CA 08/2020 Present
Morgan Stanley Private Bank, N.A. New York NY 07/2021 Present
  • 12/2017 → 08/2020
    Citigroup
    San Francisco, CA
  • 05/2017 → 12/2017
    Ctc Chinese Translation/Travel And Consulting
    Salt Lake City, UT
  • 10/2016 → 04/2017
    Solomon Page Group
    New York, NY
  • 08/2020 → Present
    Morgan Stanley Smith Barney Llc
    Cupertino, CA
  • 07/2021 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Other Businesses

*412031- Investment properties in Salt Lake City, UT; Investment related - Yes; Salt Lake City, UT; Real Estate; Shareholder (proprietor, partner, officer, director, employee, trustee, agent); 09/2018; During business hours: 0; After business hours: 0; Passive investor *442945 - Airstay Management; Investment related - Yes; Foster City, California; Property Rental; Lender (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 0; *462860 : Rental Propoerty; Investment related : Yes; Raleigh; North Carolina; Rental Propoerty; Owner of the property(proprietor, partner, officer, director, employee, trustee, agent);11/2021; During business hours: 0; After business hours: 0; *552257 - L&R Real Estate Investment and Management LLC; Investment related: Yes; Foster City, California; Real Estate, Rental Property; Other (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 0; I will not engage in any business or operations of the entity; the business will be owned and run by my spouse.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-14
  • S66 Uniform Combined State Law Examination
    2018-03-14
Other Names
  • John Zhong

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cupertino, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor