Edman Wong

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-06
CA	RA	APPROVED	2026-03-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	West Linn	OR	12/2024	01/2026
Wells Fargo Bank, Na	West Linn	OR	12/2023	01/2026
Multnomah County	Portland	OR	06/2019	11/2023
Portland State University	Portland	OR	09/2015	06/2021
La Fitness	Portland	OR	06/2016	09/2016
Portland State University	Portland	OR	09/2016	11/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Jose	CA	01/2026	Present
K Town Korean Bbq Inc.	Portland	OR	08/2022	06/2023
Bank Of America, N.A.	San Jose	CA	03/2026	Present

12/2024 → 01/2026

Wells Fargo Clearing Services, Llc

West Linn, OR
12/2023 → 01/2026

Wells Fargo Bank, Na

West Linn, OR
06/2019 → 11/2023

Multnomah County

Portland, OR
09/2015 → 06/2021

Portland State University

Portland, OR
06/2016 → 09/2016

La Fitness

Portland, OR
09/2016 → 11/2020

Portland State University

Portland, OR
01/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Jose, CA
08/2022 → 06/2023

K Town Korean Bbq Inc.

Portland, OR
03/2026 → Present

Bank Of America, N.A.

San Jose, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-16
S63	Uniform Securities Agent State Law Examination	2025-03-21