Tong Page

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-13
CA	RA	APPROVED	2025-10-07

Branch Locations

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States

Martinez, CA • United States

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

Organization	City	State	From	To
Tesla, Inc.	Fremont	CA	09/2020	10/2020
Fidelity Investments	Berkeley	CA	09/2025	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Oakland	CA	11/2024	09/2025
Wells Fargo Bank	El Cerrito	CA	07/2021	11/2024
City National Bank	San Francisco	CA	09/2016	02/2017
Bank Of America N.A.	Oakland	CA	11/2024	09/2025
United Airlines	San Francisco	CA	03/2017	07/2022
Citibank	San Pablo	CA	11/2020	07/2021

09/2020 → 10/2020

Tesla, Inc.

Fremont, CA
09/2025 → Present

Fidelity Investments

Berkeley, CA
11/2024 → 09/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oakland, CA
07/2021 → 11/2024

Wells Fargo Bank

El Cerrito, CA
09/2016 → 02/2017

City National Bank

San Francisco, CA
11/2024 → 09/2025

Bank Of America N.A.

Oakland, CA
03/2017 → 07/2022

United Airlines

San Francisco, CA
11/2020 → 07/2021

Citibank

San Pablo, CA

2024-12-10 → 2025-09-10

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oakland, CA
2021-10-26 → 2024-12-04

Wells Fargo Clearing Services, Llc

El Cerrito, CA

Walnut Creek, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-26

Other Firms