Susan R. Zhang
Professional summary
Susan R Zhang, who also goes by Rong Zhang, is a registered financial professional currently at BURCH & COMPANY, INC located in Kansas City, Missouri.
Susan is registered as a RR (Registered Representative) and started their career in finance in 2007. Susan has worked at 6 firms and has passed the Series 63, Series 82TO, SIE, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Susan R Zhang's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 6, 2021 - Present
BURCH & COMPANY, INC
Office #1: 4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116February 4, 2020 - January 6, 2021
STILLPOINT CAPITAL, LLC
September 29, 2010 - February 14, 2018
W G SECURITIES, LLC
October 1, 2008 - March 2, 2009
J.P. MORGAN SECURITIES LLC
May 14, 2007 - October 1, 2008
J.P. MORGAN SECURITIES INC.
January 1, 2007 - March 14, 2007
HSBC SECURITIES (USA) INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/6/2021)
(6/10/2025)
(9/11/2024)
(3/3/2021)
Exams
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities OfferingsFINRA
Current Firm
BURCH & COMPANY, INC
CRD#: 102280 / SEC#: , 8-52121
Contact information
FINRA licenses (51 States and Territories)
Documents
Disclosures
| Arbitration | 1 |
Red Flags
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