Matthew Y Wong

Current Employers

Employment History

• 01/2016 → Present
  Bank Of America, N.A.
  Pasadena, CA
• 01/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pasadena, CA

Previous Registrations

• 2010-12-14 → 2015-05-15
  Morgan Stanley
  Irvine, CA

Other Businesses

I*90049FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: MATTHEW WONG RENTAL PROPERTYINVESTMENT RELATED: YADDRESS OF BUSINESS:MORENO VALLEY, CALIFORNIA 92557NATURE OF BUSINESS: SOLE PROPRIETORSHIP,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 41883NUMBER OF HOURS DEVOTED: 40 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY: FULL RENTAL, FULL OWNERSHIP. DUTIES PERFORMED - COMMUNICATION WITH TENANTS, MAINTENANCE SCHEDULING, ADMINISTRATIVE DUTIESI*918290For profit or not for profit: Entity For ProfitName of outside business organization: Matthew Wong Rental Property - San AntonioInvestment related: NAddress of business: Schertz, Texas, 78108Nature of business: ["Sole Proprietorship"]Position, title, association: ["Owner"], Start date of relationship: 7/12/2022Number of hours devoted: 16 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , Rental PropertyI*926320For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Los Angeles, CaliforniaNature of business: Position, title, association: Sole owner, Start date of relationship: 8/1/2022Number of hours devoted: 10 hour(s) YearlyNumber of hours devoted during trading hours: 0 I*2124278, Entity Type, Name of OBA: Rental Property 2 Address: Arcadia, California, 92084 Investment Related: N Position, Title, Association: Co-owner with other family members Employee Start Date: 01/01/2025 No Hours: 10 A No Hours during trading: 0 Duties: Co Owner of Rental Property

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-07-31
• S66 Uniform Combined State Law Examination
  2010-03-27