Jonathan Christopher Wang

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-05-27

Branch Locations

300 East Lombard Street, Baltimore, MD 21054 • United States

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

Organization	City	State	From	To
Suntrust Investment Services	Atlanta	GA	07/2013	07/2019
Suntrust Bank	Rockville	MD	06/2013	07/2019
Suntrust Advisory Services	Atlanta	GA	08/2016	06/2019
Hsbc Bank Usa, N.A.	New York	NY	07/2019	12/2021
Hsbc Securities Usa, Inc.	New York	NY	07/2019	12/2021
Wells Fargo Clearing Services, Llc	Bethesda	MD	12/2021	10/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Washington	DC	10/2022	01/2025
Dick's Sporting Goods	Gaithersburg	MD	04/2017	11/2017
Cetera Investment Services Llc	St Cloud	MN	05/2025	Present
Cetera Investment Advisors Llc	Baltimore	MD	05/2025	Present
First National Bank Of Pa	Baltimore	MD	05/2025	Present
Unemployed/Sabbatical	Germantown	MD	01/2025	05/2025

07/2013 → 07/2019

Suntrust Investment Services

Atlanta, GA
06/2013 → 07/2019

Suntrust Bank

Rockville, MD
08/2016 → 06/2019

Suntrust Advisory Services

Atlanta, GA
07/2019 → 12/2021

Hsbc Bank Usa, N.A.

New York, NY
07/2019 → 12/2021

Hsbc Securities Usa, Inc.

New York, NY
12/2021 → 10/2022

Wells Fargo Clearing Services, Llc

Bethesda, MD
10/2022 → 01/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
04/2017 → 11/2017

Dick's Sporting Goods

Gaithersburg, MD
05/2025 → Present

Cetera Investment Services Llc

St Cloud, MN
05/2025 → Present

Cetera Investment Advisors Llc

Baltimore, MD
05/2025 → Present

First National Bank Of Pa

Baltimore, MD
01/2025 → 05/2025

Unemployed/Sabbatical

Germantown, MD

2022-11-14 → 2025-01-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC

Bethesda, MD

Bethesda, MD

Germantown, MD
2022-03-10 → 2022-10-20

Wells Fargo Clearing Services, Llc

Bethesda, MD
2019-07-24 → 2021-12-20

Hsbc Securities (Usa) Inc.

Potomac, MD
2016-08-31 → 2019-07-10

Truist Advisory Services, Inc.

North Potomac, MD

Gaithersburg, MD
2013-07-18 → 2016-12-31

Truist Investment Services, Inc.

Rockville, MD

North Potomac, MD

Gaithersburg, MD
2011-12-01 → 2013-06-11

Wells Fargo Clearing Services, Llc

Potomac, MD

Columbia, MD
2011-07-01 → 2011-10-13

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-06-30

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