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CW

Cynthia M. Wong

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CRD#: 1266719
CW

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.

Cynthia Ming Ling Wong was a registered financial professional .

Cynthia is a previously registered financial professional and started their career in finance in 1984. Cynthia had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 4, 2011 - May 13, 2014

1ST BRIDGEHOUSE SECURITIES, LLC

BD
CRD#: 44655
MIAMI, FL
Past

March 28, 2006 - May 22, 2009

PALI CAPITAL, INC.

BD
CRD#: 117783
NEW YORK, NY
Past

August 7, 2002 - September 28, 2006

COMO SECURITIES, INC.

BD
CRD#: 23953
BOSTON, MA
Past

December 18, 1998 - September 20, 2001

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 26, 1994 - December 18, 1998

CITICORP SECURITIES, INC.

BD
CRD#: 7474
NEW YORK, NY
Past

December 13, 1989 - February 25, 1994

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

August 21, 1984 - September 25, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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: 3/12/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


1B
1ST BRIDGEHOUSE SECURITIES, LLC
1ST BRIDGEHOUSE SECURITIES, LLC | L.R. GRAY BROKERAGE SERVICES, LLC

CRD#: 44655 / SEC#: , 8-50763

BD
Terminated by SEC on 01/31/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 11/30/2012
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
1ST BRIDGEHOUSE FINANCIAL GROUP, LLCSHAREHOLDER
LANDERS, HOWARD BRIANCEO, FINOP, CCO1233612

Disclosures


Regulatory Event5

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


1ST BRIDGEHOUSE SECURITIES, LLC

CRD#: 44655

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