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Chang H. Cheng

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CRD#: 1276522
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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.

Chang Hsine Cheng, who also goes by James Cheng, was a registered financial professional .

Chang is a previously registered financial professional and started their career in finance in 1994. Chang had worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 62, Series 3 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Cheng

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 23, 2007 - March 13, 2008

ALARON FINANCIAL SERVICES

BD
CRD#: 45416
CHICAGO, IL
Past

April 29, 2004 - August 22, 2014

TREASURE FINANCIAL CORP.

BD
CRD#: 38323
RICHARDSON, TX
Past

March 23, 2001 - October 24, 2007

SUPERTRADE SECURITIES, INC.

BD
CRD#: 46960
HOUSTON, TX
Past

December 21, 1999 - June 25, 2001

EMMETT A LARKIN COMPANY, INC.

BD
CRD#: 6625
SAN FRANCISCO, CA
Past

April 22, 1998 - November 19, 1999

SUNPOINT SECURITIES, INC.

BD
CRD#: 25442
LONGVIEW, TX
Past

March 26, 1996 - April 10, 1998

U.S. SECURITIES & FUTURES CORP.

BD
CRD#: 36045
NEW YORK, NY
Past

September 19, 1994 - April 24, 1995

IMS SECURITIES, INC.

BD
CRD#: 35567
HOUSTON, TX
Past

May 11, 1994 - November 23, 1994

REPUBLIC SECURITIES, INC.

BD
CRD#: 15043

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
IAR
Series 65
Date: 12/27/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 5/10/1994
Corporate Securities Limited Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/19/1996
General Securities Principal Examination

Current Firm


AF
ALARON FINANCIAL SERVICES
ALARON FINANCIAL SERVICES | CANTERBURY SECURITIES CORPORATION | ALARON FINANCIAL SERVICES, INC.

CRD#: 45416 / SEC#: , 8-51039

BD
Terminated by SEC on 04/29/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 03/27/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALARON HOLDINGS, INC.SOLE SHAREHOLDER
BONIFIELD, DAVID WILLIAMPRESIDENT, CHIEF COMPLIANCE OFFICER4568634
DAILY, IVY ROMERACOMPLIANCE OFFICER, CROP, FINOP4267549

Disclosures


Regulatory Event1

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


ALARON FINANCIAL SERVICES

CRD#: 45416

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