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66 Husdson Boulevard East, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-08-06 |
| IL | RA | APPROVED | 2026-04-08 |
| MD | RA | APPROVED | 2025-10-30 |
| NC | RA | APPROVED | 2025-10-10 |
| PA | RA | APPROVED | 2025-02-07 |
| FL | RA | APPROVED | 2024-09-03 |
| TX | RA | APPROVED | 2024-01-24 |
| WA | RA | APPROVED | 2023-05-16 |
Branch Locations
196 Bellevue Way Ne One88 Bellevue Building, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, Na | Bellevue | WA | 08/2018 | Present |
| Hsbc Securities Usa, Inc. | Bellevue | WA | 08/2018 | Present |
| Bank Of America | Bellevue | WA | 10/2017 | 07/2018 |
| Extended Travel | Shenzhen | 07/2017 | 08/2017 | |
| Bank Of Nova Scotia | Vancouver, Bc | 02/2014 | 06/2017 |
Dual hatted as agent of HSBC Insurance Agency (USA) Inc., a wholly owned subsidiary of HSBC Bank USA N.A., offering whole life, universal life, term life, and other types of insurance. Annuities and variable life insurance products are offered by HSBC Securities (USA) Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-03 |
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