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Inactive

Hui Zhu

Commonwealth Financial Network

Mclean, VA

Washington, DC

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-03-26
  • VA RA
    APPROVED
    Since 2024-03-26

Branch Locations

7900 Westpark Drive Suite T260, Mclean, VA 22102 • United States

Washington, DC • 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
Johns Hopkins University Baltimore MD 07/2015 10/2016
Lpl Financial Baltimore MD 12/2016 03/2017
Inrun Capital Baltimore MD 03/2017 05/2017
Us Tech Solutions Baltimore MD 05/2017 07/2018
Quantis Wealth Management Vienna VA 09/2018 01/2023
Oppenheimer & Co. Inc. Washington DC 01/2023 01/2024
Quantis Wealth Management Mclean VA 01/2024 Present
Commonwealth Financial Network Waltham MA 01/2024 12/2024
Commonwealth Financial Network Waltham MA 01/2025 Present
  • 07/2015 → 10/2016
    Johns Hopkins University
    Baltimore, MD
  • 12/2016 → 03/2017
    Lpl Financial
    Baltimore, MD
  • 03/2017 → 05/2017
    Inrun Capital
    Baltimore, MD
  • 05/2017 → 07/2018
    Us Tech Solutions
    Baltimore, MD
  • 09/2018 → 01/2023
    Quantis Wealth Management
    Vienna, VA
  • 01/2023 → 01/2024
    Oppenheimer & Co. Inc.
    Washington, DC
  • 01/2024 → Present
    Quantis Wealth Management
    Mclean, VA
  • 01/2024 → 12/2024
    Commonwealth Financial Network
    Waltham, MA
  • 01/2025 → Present
    Commonwealth Financial Network
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-09
  • S66 Uniform Combined State Law Examination
    2020-09-09
Designations
Other Names
  • Hui Anita Zhu

View on SEC IAPD

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CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

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