DFX Intelligence

Data Factory

RIA / WealthAdvisor19 years in industry

HSUAN WANG

Advisor at CORRALES & CO.

MIAMI, FL | Fairfax, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c0313d74-818e-b0d7-0aa0-c2fb24d7e004

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Dec 5, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORRALES & CO.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 5, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 5, 2007
First registration: Dec 5, 2007
Dual registered: no
Other names: HUI H WANG|HSUAN HUI WANG
IAPD individual key: 5168984

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CORRALES & CO.	Independent wealth	Jan 6, 2025	n/a	yes	MIAMI, FL\|Fairfax, VA	Current employment
COPE CONNELLY	Independent wealth	Jul 14, 2022	Dec 3, 2024	no	ARLINGTON, VA\|WASHINGTON, DC	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Oct 9, 2021	Jun 13, 2022	no	MCLEAN, VA	Previous registration
CHEVY CHASE TRUST COMPANY	Mixed wealth	Jun 17, 2014	Oct 29, 2019	no	BETHESDA, MD	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 12, 2011	Jul 2, 2012	no	ALEXANDRIA, VA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 5, 2007	Aug 4, 2011	no	WASHINGTON, DC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COPE CONNELLY	CORRALES & CO.	Dec 3, 2024	Jan 6, 2025	34	Firm change	RIA to RIA
COMMONWEALTH FINANCIAL NETWORK	COPE CONNELLY	Jun 13, 2022	Jul 14, 2022	31	Firm change	Ibd to RIA
CHEVY CHASE TRUST COMPANY	COMMONWEALTH FINANCIAL NETWORK	Oct 29, 2019	Oct 9, 2021	711	Firm change after gap	RIA to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHEVY CHASE TRUST COMPANY	Jul 2, 2012	Jun 17, 2014	715	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 4, 2011	Aug 12, 2011	8	Firm change	Other

Relationships

Registered with (6)

→ CORRALES & CO.Registered adviserregistration: current employment
Jan 6, 2025 to presentfactForm ADV
→ COPE CONNELLYRegistered adviserregistration: previous registration
Jul 14, 2022 to Dec 3, 2024factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Oct 9, 2021 to Jun 13, 2022factForm ADV
→ CHEVY CHASE TRUST COMPANYRegistered adviserregistration: previous registration
Jun 17, 2014 to Oct 29, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 12, 2011 to Jul 2, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 5, 2007 to Aug 4, 2011factForm ADV

Dated events

Occurred
Dec 3, 2024
Advisor changed firm
Hsuan Wang left Cope Connelly for Corrales & Co. (registered 2025-01-06)
Form ADVobserved 5 days ago
Occurred
Jun 13, 2022
Advisor changed firm
Hsuan Wang left Commonwealth Financial Network for Cope Connelly (registered 2022-07-14)
Form ADVobserved 5 days ago