Bingyang Li

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2022-09-29
TX	RA	APPROVED	2022-09-29

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	04/2021	08/2022
Bank Of America, N.A.	San Francisco	CA	09/2019	04/2021
Tesla Motors Inc	San Francisco	CA	04/2018	08/2018
Unemployed	Oakland	CA	09/2018	08/2019
Unemployed	Oakland	CA	03/2018	03/2018
Grid Alternatives	Oakland	CA	09/2017	02/2018
Unemployed	Oakland	CA	06/2017	08/2017
Middlebury Institute Of International Studies	Monterey	CA	08/2015	05/2017
Bank Of America, N.A.	San Francisco	CA	06/2021	08/2022
Jpmorgan Chase Bank, N.A.	New York	NY	08/2022	Present
J.P. Morgan Securities Llc	New York	NY	08/2022	Present

04/2021 → 08/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
09/2019 → 04/2021

Bank Of America, N.A.

San Francisco, CA
04/2018 → 08/2018

Tesla Motors Inc

San Francisco, CA
09/2018 → 08/2019

Unemployed

Oakland, CA
03/2018 → 03/2018

Unemployed

Oakland, CA
09/2017 → 02/2018

Grid Alternatives

Oakland, CA
06/2017 → 08/2017

Unemployed

Oakland, CA
08/2015 → 05/2017

Middlebury Institute Of International Studies

Monterey, CA
06/2021 → 08/2022

Bank Of America, N.A.

San Francisco, CA
08/2022 → Present

Jpmorgan Chase Bank, N.A.

New York, NY
08/2022 → Present

J.P. Morgan Securities Llc

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-02

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