Best Investors Account Sign in

Yinghui Zhou

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Palo Alto, CA

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-30
TX RA APPROVED 2023-05-30
CA RA APPROVED 2023-04-08
  • SC RA
    APPROVED
    Since 2026-01-30
  • TX RA
    APPROVED
    Since 2023-05-30
  • CA RA
    APPROVED
    Since 2023-04-08

Branch Locations

3075A Hansen Way, Palo Alto, CA 94304 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sunnyvale CA 10/2022 Present
New York Life San Francisco CA 10/2021 09/2022
Harmony Plus Mountain View CA 09/2020 09/2021
Extended Travel New York CA 04/2019 09/2020
Petrofac Woking 11/2012 04/2019
Western Digital Milpitas CA 05/2020 07/2020
Bank Of America N.A. Sunnyvale CA 01/2023 Present
  • 10/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Sunnyvale, CA
  • 10/2021 → 09/2022
    New York Life
    San Francisco, CA
  • 09/2020 → 09/2021
    Harmony Plus
    Mountain View, CA
  • 04/2019 → 09/2020
    Extended Travel
    New York, CA
  • 11/2012 → 04/2019
    Petrofac
    Woking
  • 05/2020 → 07/2020
    Western Digital
    Milpitas, CA
  • 01/2023 → Present
    Bank Of America N.A.
    Sunnyvale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-07
  • S66 Uniform Combined State Law Examination
    2023-04-07

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
DCVC
DCVC BIO
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
WAVERLEY CAPITAL MANAGEMENT, LLC
LUMINARI CAPITAL MANAGEMENT, LLC

Other Investors

DANIEL P MCGOVERN
SIRMA M TZOUTZOVA
LARYSA P SMYKOVSKAYA
CARL WONG
ALISON JONES
AAYUSH KUMAR
JEFFREY MARKS
MARIE WREAKS

Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA

More in Palo Alto, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor