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Chao Zheng

Focus Partners Wealth, LLC

Menlo Park, CA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-02
  • CA RA
    APPROVED
    Since 2025-07-02

Branch Locations

1550 El Camino Real Suite 100, Menlo Park, CA 94025 • 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
Calvert Research And Management Bethesda MD 01/2017 12/2017
University Of Maryland College Park MD 08/2015 12/2016
Calvert Research And Management Bethesda MD 06/2016 12/2016
Bordeaux Wealth Advisors Menlo Park CA 12/2017 07/2025
Focus Partners Wealth, Llc Boston MA 07/2025 Present
  • 01/2017 → 12/2017
    Calvert Research And Management
    Bethesda, MD
  • 08/2015 → 12/2016
    University Of Maryland
    College Park, MD
  • 06/2016 → 12/2016
    Calvert Research And Management
    Bethesda, MD
  • 12/2017 → 07/2025
    Bordeaux Wealth Advisors
    Menlo Park, CA
  • 07/2025 → Present
    Focus Partners Wealth, Llc
    Boston, MA
Previous Registrations
  • 2018-03-22 → 2025-07-09
    Bordeaux Wealth Advisors
    Menlo Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-22
  • S65 Uniform Investment Adviser Law Examination
    2018-03-22
Designations

View on SEC IAPD

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