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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integral Financial Llc | Cupertino | CA | 05/2025 | 10/2025 |
| The Coury Firm | Pittsburgh | PA | 06/2024 | 01/2025 |
| Kpmg | Shanghai | 07/2020 | 08/2020 | |
| Unemployed | Nantong | 03/2016 | 07/2020 | |
| Unemployed | Pittsburgh | PA | 09/2023 | 06/2024 |
| Unemployed | Pittsburgh | PA | 02/2021 | 07/2023 |
| Alpha In Bay Inc | Cupertino | CA | 02/2025 | 05/2025 |
| Harvest (Jiashi) Wealth Management Ltd | Beijing | 07/2023 | 08/2023 | |
| Bain & Company | Shanghai | 12/2020 | 02/2021 | |
| Fidelity Investments | San Jose | CA | 03/2026 | Present |
| Unemployed | Nanjing | 08/2020 | 12/2020 | |
| Unemployed | Los Altos | CA | 11/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-07 |
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