AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
ZX

Zhensheng Xia

DONNELLY PENMAN & PARTNERS
GROSSE POINTE WOODS, MI 48236
Some features on this profile are disabled
CRD#: 8169995
ZX
Zhensheng XiaDONNELLY PENMAN & PARTNERS

Professional summary


Zhensheng Xia, who also goes by Tim XIa, is a registered financial professional currently at DONNELLY PENMAN & PARTNERS located in Grosse Pointe Woods, Michigan and FHN FINANCIAL SECURITIES CORP. located in Royal Oak, Michigan.

Zhensheng is registered as a RR (Registered Representative) and started their career in finance in 2025. Zhensheng has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.

Aliases


Tim Xia

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 Zhensheng Xia's 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

October 11, 2025 - Present

DONNELLY PENMAN & PARTNERS

Office #1: 63 Kercheval Avenue, Suite 112, Grosse Pointe Woods, MI 48236
BD
CRD#: 104448
GROSSE POINTE WOODS, MI
Current

August 4, 2026 - Present

FHN FINANCIAL SECURITIES CORP.

Office #1: 422 W. Eleven Mile Rd., Royal Oak, MI 48067
BD
CRD#: 46346
Royal Oak, MI

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
Illinois
(4/6/2026)
RR
Michigan
(8/4/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 4/6/2026
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 10/10/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FHN FINANCIAL SECURITIES CORP.
FHN FINANCIAL SECURITIES CORP. | MIDWEST RESEARCH FIRST TENNESSEE SECURITIES CORP. | FTN FINANCIAL SECURITIES CORP | FIRST TENNESSEE SECURITIES CORPORATION | FIRST TENNESSEE SECURITIES CORP.

CRD#: 46346 / SEC#: , 8-51393

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
Loading...

Contact information


Main Address
1000 Ridgeway Loop Road Suite 200, Memphis, TN 38120
Mailing Address
1000 Ridgeway Loop Road Suite 200, Memphis, TN 38120
Phone number
(901) 435-8080
Established
Tennessee since 10/30/1998
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
FIRST HORIZON BANKSHAREHOLDER
BUCK, WILLIAM JAMES IIPRINCIPAL OPERATING OFFICER3129662
DABROWSKI, MARK GERARDCHIEF COMPLIANCE OFFICER2065647
GRIFFIN, MARK DANIELSVP, RISK CONTROL MANAGER7462222
JACKSON, JEFF BRIANSVP/ TRADING MANAGER2777631
RITCHESON, DONALD ALLENPRINCIPAL FINANCIAL OFFICER / CFO2360009
ROMANOW, TIMOTHY MARKPRESIDENT/CEO2533445
WADDELL, MICHAEL KNOXEVP, DIRECTOR / CHIEF ADMINISTRATIVE OFFICER/SECRETARY5657529

Disclosures


Regulatory Event7
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


FHN FINANCIAL SECURITIES CORP.

CRD#: 46346Grosse Pointe Woods, MI 48236

TRUST BUT VERIFY

Monitor Zhensheng Xia

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Jack Anthony Jerzewski
Jack JerzewskiAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
TROY, MI
JL
John LappinAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
TROY, MI
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.