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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2580 W El Camino Real Ste 9, Mountain View, CA 94040-1308 • United States

San Jose, CA • 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 Sunnyvale CA 08/2011 02/2021
Bank Of America, N.A. Sunnyvale CA 10/2011 02/2021
Fidelity Brokerage Services Llc Mountain View CA 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2011 → 02/2021
    Sunnyvale, CA
  • 10/2011 → 02/2021
    Bank Of America, N.A.
    Sunnyvale, CA
  • 04/2021 → Present
    Fidelity Brokerage Services Llc
    Mountain View, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mountain View, CA
  • 2011-09-28 → 2021-03-31
    Sunnyvale, CA
    Sunnyvale, CA
    Sunnyvale, CA
    Sacramento, CA
    Sunnyvale, CA
    Cupertino, CA
    Cupertino, CA
    Sacramento, CA
    San Jose, CA
  • 2011-01-03 → 2011-08-19
    Sunnyvale, CA
  • 2009-02-18 → 2011-01-03
    Wells Fargo Investments, Llc
    Cupertino, CA
    Sunnyvale, CA
  • 2008-09-11 → 2008-11-12
    The Woodlands, TX
  • 2007-05-22 → 2007-11-16
    Banc Of America Investment Services, Inc.
    Cupertino, CA
    Fremont, CA
    San Jose, CA
Other Businesses

OBA-59422|OrgNmn:Kzone LLC|Org Addr:Menlo Park,California,US|OBA Nature:LLC for private investment int|Invst Rel:Y|Title:Partner|Duties:General Partner in LLC |StrtDt:10-19-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-21
  • S66 Uniform Combined State Law Examination
    2007-05-21
Other Names
  • David Zhou
  • Hao Zhou
  • David Zhou
  • Hao Hu Zhou
  • Hu Hao Zhou
  • Hu Zhou Zhou

View on SEC IAPD

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