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KT

Kengming Tien

INTEGRAL FINANCIAL LLC
Cupertino, CA 95014
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CRD#: 2403348
KT

Professional summary


Kengming Tien, who also goes by James Kengming Tien, James Tien, is a registered financial professional currently at INTEGRAL FINANCIAL LLC located in Cupertino, California.

Kengming is registered as a RR (Registered Representative) and started their career in finance in 1994. Kengming has worked at 8 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 27, Series 14, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Kengming Tien | James Tien

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) - BD


Click below to view Kengming Tien's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 20, 2022 - Present

INTEGRAL FINANCIAL LLC

Office #1: 10054 Pasadena Ave., Cupertino, CA 95014
RIA
BD
CRD#: 120343
Cupertino, CA
Past

August 21, 2001 - September 13, 2022

MAIA SECURITIES, INC.

BD
CRD#: 111394
Yorba Linda, CA
Past

December 23, 2000 - October 29, 2001

FORTUNE SECURITIES, INC.

BD
CRD#: 40821
ALHAMBRA, CA
Past

July 12, 2000 - October 23, 2000

WHITE PACIFIC SECURITIES, INC.

BD
CRD#: 42505
SAN FRANCISCO, CA
Past

April 1, 1999 - July 12, 2000

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
SAN FRANCISCO, CA
Past

July 22, 1996 - February 1, 1999

CAPITAL INVESTMENT EXCHANGE, INC.

BD
CRD#: 39750
SAN FRANCISCO, CA
Past

April 23, 1996 - September 27, 1996

AGS FINANCIAL SERVICES, INC.

BD
CRD#: 38006
CHICAGO, IL
Past

January 26, 1994 - November 10, 1995

CAPITAL WORLD SECURITIES CORP

BD
CRD#: 32384

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/20/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 11/18/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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#: 120343Cupertino, CA 95014

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