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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-27 |
| CA | RA | APPROVED | 2026-05-21 |
| TX | RA | APPROVED | 2026-05-21 |
Branch Locations
1040 Grant Ave, San Francisco, CA 94133 • United States
1318 Stockton St, San Francisco, CA 94133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 05/2026 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 05/2026 | Present |
| Fidelity | Burlingame | CA | 04/2024 | 05/2026 |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2023 | 04/2024 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | 04/2024 |
| City And County Of San Francisco | San Francisco | CA | 06/2023 | 10/2023 |
| First Republic Bank | San Francisco | CA | 06/2022 | 08/2023 |
| Wells Fargo | San Francisco | CA | 04/2018 | 06/2022 |
| Sterling Bank And Trust | San Francisco | CA | 10/2017 | 04/2018 |
| Uber | San Francisco | CA | 11/2016 | 09/2017 |
| Unemployed | Brooklyn | NY | 05/2016 | 10/2016 |
| Jiaqian Lian Sole Prop | San Francisco | CA | 06/2021 | Present |
Entity Name: JIAQIAN LIAN SOLE PROP Investment related: No Address: Private Residence Nature of the other business: E-Commerce Position/Title/Relationship: Owner/Partner Start Date: 06/01/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: resell sneakers, clothing, and other collectibles via online platform
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-17 |
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