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Tian Yang

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CRD#: 6475226
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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.

Tian Yang was a registered financial professional .

Tian is a previously registered financial professional and started their career in finance in 2016. Tian had worked at 2 firms and has passed the Series 66, SIE and Series 7 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

October 27, 2016 - November 18, 2016

TKC WEALTH MANAGEMENT LLC

RIA
CRD#: 158498
Dallas, TX
Past

March 1, 2016 - June 21, 2017

RICHFIELD ORION INTERNATIONAL, INC.

BD
CRD#: 24433
Dallas, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TKC WEALTH MANAGEMENT LLC
CIVITAS WEALTH MANAGEMENT, LLC | TKC WEALTH MANAGEMENT LLC

CRD#: 158498 / SEC#: 801-133951

RIA
Registered Investment Advisory firm - (7/25/2025 Approved)
Arkansas
Registered Investment Advisory firm - (12/31/2022 Terminated)
California
Registered Investment Advisory firm - (9/4/2025 Terminated)
Colorado
Registered Investment Advisory firm - (2/25/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (1/5/2016 Terminated)
New York
Registered Investment Advisory firm - (8/5/2025 Terminated)
Texas
Registered Investment Advisory firm - (8/5/2025 Termination Requested)
Wisconsin
Registered Investment Advisory firm - (8/5/2025 Terminated)

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
IAR
Series 66
Date: 10/27/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TW
TKC WEALTH MANAGEMENT LLC
CIVITAS WEALTH MANAGEMENT, LLC | TKC WEALTH MANAGEMENT LLC

CRD#: 158498 / SEC#: 801-133951

RIA
Registered Investment Advisory firm - (7/25/2025 Approved)
Arkansas
Registered Investment Advisory firm - (12/31/2022 Terminated)
California
Registered Investment Advisory firm - (9/4/2025 Terminated)
Colorado
Registered Investment Advisory firm - (2/25/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (1/5/2016 Terminated)
New York
Registered Investment Advisory firm - (8/5/2025 Terminated)
Texas
Registered Investment Advisory firm - (8/5/2025 Termination Requested)
Wisconsin
Registered Investment Advisory firm - (8/5/2025 Terminated)
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Contact information


Main Address
12900 Preston Road, Suite 700, Dallas, TX 75230
Mailing Address
Phone number
(214) 389-2000
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (4 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/25/2025)

Regulatory assets under management


Total Number of Accounts264
AUM (Assets Under Management)$ 121,759,655

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


TKC WEALTH MANAGEMENT LLC

CRD#: 158498

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