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.

Current firm

RISE PRIVATE WEALTH MANAGEMENT

Current firm class

former SEC adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 6, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66

First exam

Jul 12, 2024

First registration

Apr 6, 2010

Dual registered

yes, broker-dealer

Other names

MEI TIN CHEUNG|IRENE CHEUNG|MEI TIN CHEUNG|IRENE CHEUNG|Irene Cheung

IAPD individual key

4815426

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dc8704f6-c428-4103-7e78-d0759a44ea83

First observed

Apr 6, 2010

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.