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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-14 |
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Burlingame | CA | 06/2024 | Present |
| J.P. Morgan Securities Llc | San Francisco | CA | 11/2020 | 06/2022 |
| E*Trade Securities Llc | San Francisco | CA | 06/2022 | 05/2024 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 03/2019 | 06/2022 |
| Morgan Stanley | San Francisco | CA | 09/2023 | 05/2024 |
| Starbucks | San Francisco | CA | 07/2016 | 06/2019 |
| Morgan Stanley | San Francisco | CA | 03/2023 | 05/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-110165|OrgNmn:Professional MMA Fighter|Org Addr:Daly City,California,US|OBA Nature:Professional Mixed Martial Art|Invst Rel:N|Title:Professional MMA Fighter|Duties:Training and nutrition|StrtDt:|TotHrs/mon:48|TrdHrs/mon:0|OBA-111844|OrgNmn:Jordon Luo|Org Addr:Daly City,California,US|OBA Nature:Athlete|Invst Rel:N|Title:Fighter|Duties:Selling tickets for bout attedance, I get a cash commission for selling tickets. Amount is variable.|StrtDt:08-17-24|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-02 |
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