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Yuanfang Zhu

Enso Financial

Phoenix, AZ

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Current Employers
Enso Financial

Phoenix, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-20
AZ RA APPROVED 2023-10-18
  • TX RA
    APPROVED_RES
    Since 2023-10-20
  • AZ RA
    APPROVED
    Since 2023-10-18

Branch Locations

Phoenix, AZ • 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
Enso Financial, Plc Phoenix AZ 05/2023 Present
Baoba Usa Llc Phoenix AZ 09/2021 Present
Storck Usa Chicago IL 03/2016 03/2023
Huub Phoenix AZ 06/2023 Present
Arizona State University Phoenix AZ 08/2022 05/2023
  • 05/2023 → Present
    Enso Financial, Plc
    Phoenix, AZ
  • 09/2021 → Present
    Baoba Usa Llc
    Phoenix, AZ
  • 03/2016 → 03/2023
    Storck Usa
    Chicago, IL
  • 06/2023 → Present
    Huub
    Phoenix, AZ
  • 08/2022 → 05/2023
    Arizona State University
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-14
  • S65 Uniform Investment Adviser Law Examination
    2022-02-14
Designations

View on SEC IAPD

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