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KT

Kawai Tang

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CRD#: 1086961
KT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kawai Tang, who also goes by Ka Wai Tang, was a registered financial professional .

Kawai is a previously registered financial professional and started their career in finance in 1983. Kawai had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ka Wai Tang

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 25, 2000 - January 3, 2017

E-W INVESTMENTS, INC.

BD
CRD#: 17463
SAN GABRIEL, CA
Past

April 13, 1999 - May 30, 2000

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

April 25, 1990 - October 16, 1991

E-W INVESTMENTS, INC.

BD
CRD#: 17463
SAN GABRIEL, CA
Past

November 9, 1987 - April 22, 1988

SECURITIES WEST, INC.

BD
CRD#: 4898
Past

September 21, 1984 - December 10, 1987

ALLIED WAI FENG SECURITIES, INC.

BD
CRD#: 13602
Past

January 19, 1983 - August 29, 1984

ASIA INTERNATIONAL SECURITIES, INC.

BD
CRD#: 10750

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/27/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EI
E-W INVESTMENTS, INC.
E-W INVESTMENT COUNSEL, A DIVISION OF E-W INVESTMENTS, INC. | EW- INVESTMENTS, INC. | EAST-WEST SECURITIES, INC. | E-W INVESTMENTS, INC.

CRD#: 17463 / SEC#: , 8-35259

BD
Terminated by SEC on 03/12/2020
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Contact information


Main Address
205 E. Las Tunas Drive, San Gabriel, CA 91776
Mailing Address
Phone number
Established
California since 12/05/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
J.A PONG FAMILY TRUST OF 1992SHARE HOLDER/OWNER
BAUCHIERO, STACYTRUSTEE6921039
CHANG, ZI XIANG WTRUSTEE4952847
LEE, EDWIN PAKCHIEF COMPLIANCE OFFICER/ PRINCIPAL5166122
LEE, SHIRLEY ANNTRUSTEE6921028

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


E-W INVESTMENTS, INC.

CRD#: 17463

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