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Wai Fenny Cheung

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pasadena, CA

Monterey Park, 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 2026-07-02
CA RA APPROVED 2026-06-08
  • TX RA
    APPROVED
    Since 2026-07-02
  • CA RA
    APPROVED
    Since 2026-06-08

Branch Locations

880 E Colorado Blvd, Pasadena, CA 91106 • United States

110 W Garvey Ave, Monterey Park, CA 91754 • 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
Bank Of America, N.A. South Pasadena CA 05/2026 Present
Bank Of America N A Monterey Park CA 11/2013 01/2019
Jpmorgan Securities Llc. Hacienda Heights CA 01/2019 10/2024
Jpmorgan Chase Bank, N.A Hacienda Heights CA 01/2019 10/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated South Pasadena CA 03/2026 Present
Bank Of America Monterey Park CA 01/2025 03/2026
  • 05/2026 → Present
    Bank Of America, N.A.
    South Pasadena, CA
  • 11/2013 → 01/2019
    Bank Of America N A
    Monterey Park, CA
  • 01/2019 → 10/2024
    Jpmorgan Securities Llc.
    Hacienda Heights, CA
  • 01/2019 → 10/2024
    Jpmorgan Chase Bank, N.A
    Hacienda Heights, CA
  • 03/2026 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    South Pasadena, CA
  • 01/2025 → 03/2026
    Bank Of America
    Monterey Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-08
S63 Uniform Securities Agent State Law Examination 2019-04-29
  • S66 Uniform Combined State Law Examination
    2026-06-08
  • S63 Uniform Securities Agent State Law Examination
    2019-04-29
Other Names
  • Wei Zhang
  • Wai F Cheung
  • Wai Cheung
  • Fenny Cheung

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
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