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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-13 |
Branch Locations
2533 Noriega St, San Francisco, CA 94122 • United States
San Francisco, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Santa Clara | CA | 12/2013 | 01/2019 |
| State Farm Insurance | San Francisco | CA | 01/2019 | 05/2019 |
| Lillian Huang Insurance Agency | South San Francisco | CA | 06/2019 | 06/2020 |
| State Farm Vp Management Corp. | South San Francisco | CA | 07/2019 | 06/2020 |
| State Farm Investment Management Corp | South San Francisco | CA | 07/2019 | 06/2020 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 02/2022 | 04/2022 |
| Wells Fargo Bank, Na | San Francisco | CA | 07/2020 | 02/2022 |
| East West Bank | San Francisco | CA | 04/2022 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2022 | Present |
| Cetera Investment Advisers Llc | San Francisco | CA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
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