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1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-22 |
Branch Locations
1300 S El Camino Real Suite 302, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Investment Advisory, Inc. | San Francisco | CA | 09/2012 | 01/2024 |
| Empirical Wealth Management | San Mateo | CA | 08/2024 | Present |
| Chestnut Advisory Group | San Francisco | CA | 04/2024 | 07/2024 |
| Not Employed | San Francisco | CA | 02/2024 | 04/2024 |
XuRoc East LLC: 12/20/2018; Owns rental property in NYC; manage property financials and rental operations; 1 hour per month during non-business hours; investment-related. SOAR Foundation: 1/1/2013: Volunteer as a Member of the board; non-profit that offers scholarships to underprivileged Chinese youths to help them complete secondary education; attend board meetings two times per year; non-investment related. Journal of Investment Management: 1/1/2021: A publication that bridges theory and practice of investment management; volunteers as Advisory Board Member; assist in the decision of topics and paper presenters of the bi-annual conference from top investment researches in academia and investment mgmt practices. Twice per year attend a conference in the spring and fall; investment-related.
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