COO · Parrot Finance, Inc.
Wenjing Yang
CRD 7001677 · Named on Form ADV at one SEC-registered adviser
At a glance
Parrot Finance, Inc., an SEC-registered wealth manager with $30 million in regulatory assets, lists Wenjing Yang on its Form ADV as COO, a control person.
Firms and roles
- Parrot Finance, Inc.COOWealth manager · United States · $30M in regulatory assets
AtlasMembers
Wenjing’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nikki VaranasiCeo/cco, Parrot Finance, Inc.
- Wenhui YangCto, Parrot Finance, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wenjing’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.