Borui Zhang

Current Employers

Employment History

• 05/2016 → 03/2017
  National Life Group
  New York, NY
• 04/2017 → 09/2018
  Scottrade
  Forest Hills, NY
• 02/2018 → 12/2022
  Td Ameritrade, Inc.
  Flushing, NY
• 02/2018 → 12/2022
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 12/2022 → 07/2025
  Charles Schwab And Co., Inc.
  Manhasset, NY
• 07/2024 → 07/2025
  Charles Schwab Bank Ssb
  Manhasset, NY
• 07/2025 → 03/2026
  Lpl Financial
  Jersey City, NJ
• 07/2025 → 03/2026
  Taurus Financial
  Jersey City, NJ
• 04/2026 → Present
  Youya Wealth
  Dix Hills, NY

Previous Registrations

• 2022-01-26 → 2025-07-10
  Charles Schwab & Co., Inc.
  Manhasset, NY
• 2018-02-26 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Flushing, NY
  Manhasset, NY
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  Flushing, NY
  Manhasset, NY
  Omaha, NE
• 2017-05-31 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Other Businesses

1 - 04/2026 - Golden Tree Consulting, LLC - Owner- Business consulting service - Non investment Related - 5 hour/month - 0 hours during securities trading hours- Dix Hills NY - OBA Start Date: 03/01/2015. 2 - 04/2026 - Youya Law - Legal service -Client Service Director - oversee client service in the law firm. Non investment related - 20 hour/month - 10 hours during securities trading hours- Santa Clara, CA - OBA Start Date: 04/23/2026 3 - 04/2026 Knovly Technology Inc. – President - software development life cycle monitoring- Non investment related - 20 hour/month - 0 hours during securities trading hours -Dix Hills NY - OBA Start Date: 04/11/2026.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-26
• S63 Uniform Securities Agent State Law Examination
  2016-05-20

Designations

Other Names

• Bray Zhang