Leo Pui Hong Wai

Current Employers

Employment History

• 07/2019 → 04/2021
  Jpmorgan Chase Bank, N.A.
  San Gabriel, CA
• 07/2019 → 04/2021
  J.P. Morgan Securities, Llc.
  San Gabriel, CA
• 08/2018 → 01/2019
  Us Department Of Homeland Security
  Los Angeles, CA
• 05/2016 → 02/2018
  Erac Co Of Los Angeles
  Glendale, CA
• 02/2018 → 03/2018
  Wells Fargo Na
  San Gabriel, CA
• 02/2019 → 06/2019
  Unemployed
  Alhambra, CA
• 04/2018 → 07/2018
  Unemployed
  Alhambra, CA
• 10/2021 → 03/2022
  J.P. Morgan Securities Llc
  Alhambra, CA
• 10/2021 → 03/2022
  Jp Morgan Chase Bank, N.A.
  Alhambra, CA
• 04/2021 → 07/2021
  Citibank
  Pasadena, CA
• 07/2019 → 07/2019
  Unum Group
  Alhambra, CA
• 08/2021 → 09/2021
  Unemployed
  Alhambra, CA
• 04/2022 → 08/2023
  Unemployed
  Alhambra, CA
• 09/2023 → 07/2026
  Cuso Financial Services, Lp
  San Diego, CA
• 09/2023 → 07/2026
  Firefighters First Credit Union
  San Diego, CA
• 05/2025 → 07/2026
  Lpl Financial Llc
  Pasadena, CA
• 05/2025 → 07/2026
  Commonwealth Financial Network
  Waltham, MA
• 08/2026 → Present
  Merit Financial Advisors
  Pasadena, CA
• 08/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2025-09-05 → 2026-08-03
  Commonwealth Financial Network
  Pasadena, CA
• 2025-05-15 → 2025-08-14
  Lpl Financial Llc
  Pasadena, CA
• 2023-12-04 → 2025-05-15
  Cuso Financial Services, L.P.
  Pasadena, CA

Other Businesses

1. Merit Financial Advisors. Investment-Related. At Registered Location. RIA. Admin. 07/2026. 160 hrs/month. 160 hrs during trading hrs. Admin.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-01
• S63 Uniform Securities Agent State Law Examination
  2019-09-09

Other Names

• Leo P Wai
• Leo Wai
• Leo Pui Hong Wai
• Pui Wai
• Pui Hong Wai