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Edwin Si-Wei Liang

Downshift Financial

Boulder, CO

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Current Employers
Downshift Financial

Boulder, CO • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-08-01
CA RA APPROVED 2023-04-06
TX RA APPROVED_RES 2021-06-23
CO RA APPROVED 2021-06-09
  • VA RA
    APPROVED
    Since 2023-08-01
  • CA RA
    APPROVED
    Since 2023-04-06
  • TX RA
    APPROVED_RES
    Since 2021-06-23
  • CO RA
    APPROVED
    Since 2021-06-09

Branch Locations

Boulder, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 06/2003 06/2017
First Republic Bank Los Angeles CA 06/2017 07/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 05/2019 05/2021
Unemployed Boulder CO 07/2018 05/2019
Downshift Financial Llc Broomfield CO 04/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-01
  • S66 Uniform Combined State Law Examination
    2004-03-01
Designations
Other Names
  • Edwin Liang
  • Eddie Liang
  • Edwin Si-Wei Liang

View on SEC IAPD

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