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WEI ZHAO
CRD#: 2164337
IA
Investment Adviser
PHOENIX INVESTMENTCRD#: 299731 111 DEERWOOD RD
STE 325
SAN RAMON, CA 94583
Registration History
20192020202120222023202420252026IAPHOENIX INVESTMENT (CRD# 299731)2019 - Present (5 years)
License(s)

State Registrations

IA
California 4/23/2019

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Texas 4/7/2021

IA
Massachusetts 9/11/2019

Current Registration(s)
IA
PHOENIX INVESTMENT (CRD#:299731)
111 DEERWOOD RD STE 325, SAN RAMON, CA 94583
Registered with this firm since 4/23/2019

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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.