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MZ

Min Zhang

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CRD#: 4997308
MZ

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.

Min Zhang was a registered financial professional .

Min is a previously registered financial professional and started their career in finance in 2005. Min had worked at 3 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 3, Series 7, Series 86, Series 87 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

April 26, 2021 - July 11, 2022

THE HINA GROUP, INC.

BD
CRD#: 128128
San Francisco, CA
Past

April 10, 2018 - March 18, 2019

THE HINA GROUP, INC.

BD
CRD#: 128128
SAN FRANCISCO, CA
Past

December 26, 2013 - September 22, 2017

THE HINA GROUP, INC.

BD
CRD#: 128128
SAN FRANCISCO, CA
Past

October 24, 2011 - September 27, 2013

PIMCO INVESTMENTS LLC

BD
CRD#: 154957
NEWPORT BEACH, CA
Past

September 1, 2005 - November 7, 2007

LEHMAN BROTHERS INC.

BD
CRD#: 7506
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: 6/5/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/14/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/12/2011
National Commodity Futures Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TH
THE HINA GROUP, INC.
THE HINA GROUP, INC.

CRD#: 128128 / SEC#: , 8-66091

BD
Terminated by SEC on 09/06/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 03/30/2003
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
THE HINA GROUP HOLDINGSSOLE STOCKHOLDER
CLOW, ERIC DEMEYCHIEF FINANCIAL OFFICER & FINOP
ZHANG, MINCEO & CCO4997308

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


THE HINA GROUP, INC.

CRD#: 128128

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