Christopher E Wong

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States

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

Organization	City	State	From	To
Caffe Trio	South San Francisco	CA	06/2013	05/2021
Santa Clara University	Santa Clara	CA	10/2017	12/2020
The Hills Swim And Tennis Club	Oakland	CA	06/2014	09/2019
St. Theresa School And Bishop O'DOwd High School	Oakland	CA	06/2011	06/2017
Santa Clara University	Santa Clara	CA	09/2017	06/2021
Fidelity Investments	San Jose	CA	06/2021	03/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Austin	TX	05/2023	12/2024
The Hills Swim And Tennis Club	Oakland	CA	04/2023	05/2023
Bank Of America, N.A.	Austin	TX	06/2023	12/2024
Fidelity Investments	Austin	TX	12/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2013 → 05/2021

Caffe Trio

South San Francisco, CA
10/2017 → 12/2020

Santa Clara University

Santa Clara, CA
06/2014 → 09/2019

The Hills Swim And Tennis Club

Oakland, CA
06/2011 → 06/2017

St. Theresa School And Bishop O'DOwd High School

Oakland, CA
09/2017 → 06/2021

Santa Clara University

Santa Clara, CA
06/2021 → 03/2023

Fidelity Investments

San Jose, CA
05/2023 → 12/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Austin, TX
04/2023 → 05/2023

The Hills Swim And Tennis Club

Oakland, CA
06/2023 → 12/2024

Bank Of America, N.A.

Austin, TX
12/2024 → Present

Fidelity Investments

Austin, TX
03/2025 → Present

Fidelity Investments

Boston, MA

2025-01-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Austin, TX

Austin, TX
2023-06-13 → 2024-12-09

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Austin, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-09