Annie Li

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-02-23
CA	RA	APPROVED	2022-02-22

Branch Locations

2049 Century Park E Pbig - Century City, Los Angeles, CA 90067 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Los Angeles	CA	06/2021	Present
Integrity Wealth Advisors	Ventura	CA	03/2021	05/2021
Gohenry	London		02/2020	03/2020
Boston University	Boston	MA	09/2017	05/2021
Boston Medical Center	Boston	MA	06/2019	09/2019
Questrom Graduate Academic And Career Development Center	Boston	MA	06/2018	09/2018
Belmont High School	Belmont	MA	09/2013	06/2017

06/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA
03/2021 → 05/2021

Integrity Wealth Advisors

Ventura, CA
02/2020 → 03/2020

Gohenry

London
09/2017 → 05/2021

Boston University

Boston, MA
06/2019 → 09/2019

Boston Medical Center

Boston, MA
06/2018 → 09/2018

Questrom Graduate Academic And Career Development Center

Boston, MA
09/2013 → 06/2017

Belmont High School

Belmont, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-18