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Wenjun Luo

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Danville, CA

Pleasant Hill, CA

Danville, CA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-06
CA RA APPROVED 2025-11-04
  • TX RA
    APPROVED_RES
    Since 2026-01-06
  • CA RA
    APPROVED
    Since 2025-11-04

Branch Locations

4195 Blackhawk Plaza Cir, Danville, CA 94506 • United States

2178 Contra Costa Blvd, Pleasant Hill, CA 94523 • United States

620 San Ramon Valley Blvd, Danville, CA 94526 • 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
Kenny Jc Design Studio Fremont CA 03/2016 03/2017
Lexus Of Stevens Creek San Jose CA 04/2017 04/2018
Self-Employment San Francisco CA 06/2019 12/2019
Citigroup Foster City CA 05/2018 10/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Danville CA 10/2025 Present
Cornell University Ithaca NY 01/2023 08/2024
Menlo College Atherton CA 08/2013 05/2017
Bank Of America, N.A. Danville CA 11/2025 Present
  • 03/2016 → 03/2017
    Kenny Jc Design Studio
    Fremont, CA
  • 04/2017 → 04/2018
    Lexus Of Stevens Creek
    San Jose, CA
  • 06/2019 → 12/2019
    Self-Employment
    San Francisco, CA
  • 05/2018 → 10/2025
    Citigroup
    Foster City, CA
  • 10/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Danville, CA
  • 01/2023 → 08/2024
    Cornell University
    Ithaca, NY
  • 08/2013 → 05/2017
    Menlo College
    Atherton, CA
  • 11/2025 → Present
    Bank Of America, N.A.
    Danville, CA
Previous Registrations
  • 2022-10-26 → 2025-10-08
    Citigroup Global Markets Inc.
    San Mateo, CA
    Foster City, CA
    San Francisco, CA
    San Francisco, CA
    Fresno, CA
    San Mateo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-02
  • S66 Uniform Combined State Law Examination
    2022-06-02
Other Names
  • Terrance Luo

View on SEC IAPD

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