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66 Husdson Boulevard East, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-04-10 |
| UT | RA | APPROVED | 2026-04-10 |
| NC | RA | APPROVED | 2026-04-09 |
| TX | RA | APPROVED_RES | 2026-03-27 |
| WA | RA | APPROVED | 2026-03-06 |
Branch Locations
196 Bellevue Way Ne One88 Bellevue Building, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 03/2019 | 11/2021 |
| Unemployed | Bellevue | WA | 01/2019 | 03/2019 |
| Hsbc Qianhai Securities Co., Ltd | Shenzhen | 09/2017 | 01/2019 | |
| Hongkong And Shanghai Banking Corporation | Hong Kong | 08/2016 | 09/2017 | |
| Transamerica Financial Advisors Llc | Bellevue | WA | 02/2025 | 02/2026 |
| Wfgia | Bellevue | WA | 10/2024 | 02/2026 |
| Citigroup Services And Technology (China) Limited | Shanghai | 12/2021 | 09/2024 | |
| Howbuy Corporation | Bellevue | WA | 11/2025 | 01/2026 |
| Hsbc Bank Usa, N.A. | Bellevue | WA | 02/2026 | Present |
| Hsbc Securities (Usa) Inc | Bellevue | WA | 03/2026 | Present |
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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-03 |
| S66 | Uniform Combined State Law Examination | 2019-07-02 |
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