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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-04-04
TX RA APPROVED 2023-04-03
  • CT RA
    APPROVED
    Since 2023-04-04
  • TX RA
    APPROVED
    Since 2023-04-03

Branch Locations

45 William St, Wellesley Hills, MA 02481 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 10/2018 11/2020
Cdnc Framingham MA 03/2013 10/2018
Bcbsma Quincy MA 01/2015 03/2018
Bank Of America, N.A. Wellesley Hills MA 10/2018 11/2020
Jp Morgan Chase Bank, N.A. Boston MA 11/2020 04/2023
J.P. Morgan Securities, Llc Boston MA 11/2020 04/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 04/2023 Present
Bank Of America N.A. Wellesley Hills MA 04/2023 Present
Previous Registrations
Other Businesses

I*465152 Entity Type: Entity For Profit Name of outside business organization: IvyLines LLC Investment related: No Address of business: Ashland, Massachusetts, 01721 Position, title, association: Owner, Start date of relationship: 6/10/2011 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: Domain Name and Web services. Organize and manage (buy, sell and hosting) the domain names owned by the LLC I*2496342, Entity Type: Entity Charitable, Name of OBA: Xiamei Heritage Fund, Address: Ashland, Massachusetts, 01721, Investment Related: N, Position, Title, Association: Officer, Employee State Date: 07/01/2025, No Hours: 3 Monthly, No Hours during Trading: 0 Monthly, Duties: To organize and operate educational events, seminars, schools and research projects on Chinese American cultural, history, language, and community activities. My responsibilities: Keep the organization running; Propose, plan and organize events and projects.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-09
  • S66 Uniform Combined State Law Examination
    2019-02-09
Other Names
  • Yancheng Wang
  • David Wang

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