Sindy Kong is a registered investment advisor, based in Plano, TX, with 23 years of industry experience.
Location
6275 W Plano Pkwy., Ste. 500, Plano, TX, 75093
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Regulatory History (1)
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Employment Separation After Allegations
October 2024Other Business ActivitiesSells Insurance
Sindy is an investment advisor representative (IAR) using the trade names Atlas Advisory Group and Medpro Advisory Group, spending nearly full-time trading. Sindy is also an insurance agent and an advisory representative of a registered investment advisor (RIA).
Employment History
Current Registrations
Cambridge Investment Research, INC.
October 2024 - Present · 1 yr 7 mos
Cambridge Investment Research Advisors, INC.
October 2024 - Present · 1 yr 7 mos
Cambridge Investment Research, INC.Broker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Equitable Advisors, LLC
August 2002 - October 2024 · 22 yrs 2 mos
Equitable Advisors, LLCBroker
July 2002 - October 2024 · 22 yrs 3 mos
State Registrations13 states
CAFLIAINMDNCNJNYOKORTXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.