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LY

Long T. Yeh

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CRD#: 1415688
LY

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.

Long Tsu Yeh was a registered financial professional .

Long is a previously registered financial professional and started their career in finance in 1985. Long had worked at 8 firms and has passed the Series 65, Series 63, Series 3, 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

November 18, 2003 - January 5, 2004

INTEGRAL FINANCIAL LLC

BD
CRD#: 120343
CUPERTINO, CA
Past

February 6, 2001 - January 7, 2002

WHITE PACIFIC SECURITIES, INC.

BD
CRD#: 42505
SAN FRANCISCO, CA
Past

September 18, 2000 - December 1, 2000

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

January 13, 1997 - December 31, 1998

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

February 22, 1991 - October 18, 1996

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

June 13, 1990 - March 11, 1991

AMERICA INVEST ONLINE, INC.

BD
CRD#: 21166
ROSLYN HEIGHTS, NY
Past

May 22, 1989 - June 1, 1990

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

March 29, 1988 - June 7, 1989

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

February 24, 1986 - April 8, 1988

WEDBUSH SECURITIES INC.

BD
CRD#: 877
Past

September 25, 1985 - January 1, 1986

FIRST EASTERN SECURITIES CORPORATION

BD
CRD#: 14514

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: 10/2/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 11/17/1989
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IF
INTEGRAL FINANCIAL LLC
INTEGRAL FINANCIAL LLC

CRD#: 120343 / SEC#: , 8-65284

California
Registered Investment Advisory firm - SEC (1/1/2007 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
10054 Pasadena Ave., Cupertino, CA 95014
Mailing Address
10054 Pasadena Ave., Cupertino, CA 95014
Phone number
(408) 996-1118
Established
California since 02/08/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
1

FINRA licenses (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
HO, WEIMINGCHIEF FINANCIAL OFFICER2692573
HO, WEIMINGCHIEF COMPLIANCE OFFICER2692573
CHOI, YEEWING ENIDPRESIDENT & CHIEF OPERATIONS OFFICER2999698
LUI, PAULLLC MEMBER

Disclosures


Regulatory Event2
Arbitration1

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


INTEGRAL FINANCIAL LLC

CRD#: 120343

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