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HUY GIA TRIEU
WEI GIA TRIEU
CRD#: 4501087
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Investment Adviser
KEY FOCUS WEALTH LLCCRD#: 311827 2603 CAMINO RAMON
SUITE 418
SAN RAMON, CA 94583
Registration History
200420062008201020122014201620182020202220242026IAKEY FOCUS WEALTH LLC (CRD# 311827)2021 - Present (4 years)IABELLWETHER CAPITAL MANAGEMENT LLC (CRD# 153633)2014 - 2021 (6 years)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2004 - 2014 (9 years)IAWADDELL & REED, INC. (CRD# 866)2003 - 2004 (1 year)
Disclosure(s)
View By:
5/29/2014
Employment Separation After Allegations
5/29/2014
Employment Separation After Allegations
License(s)

State Registrations

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California 2/22/2021

Current Registration(s)
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KEY FOCUS WEALTH LLC (CRD#:311827)
2603 CAMINO RAMON SUITE 418, SAN RAMON, CA 94583
Registered with this firm since 2/22/2021

Previous Registration(s)
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06/23/2014 - 02/11/2021 BELLWETHER CAPITAL MANAGEMENT LLC (CRD#:153633) SAN RAMON, CA
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07/23/2004 - 06/26/2014 STRATEGIC ADVISERS, INC. (CRD#:104555) WALNUT CREEK, CA
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06/04/2003 - 06/23/2004 WADDELL & REED, INC. (CRD#:866) FAIRFIELD, CA
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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.