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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Powell Financial Group | Westlake Village | CA | 09/2013 | 08/2018 |
| Firefighters First Credit Union | Los Angeles | CA | 10/2018 | 04/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2018 | 04/2019 |
| Jp Morgan Chase Bank, N.A. | San Marino | CA | 08/2019 | 10/2021 |
| Rental Investment | San Jose | CA | 02/2016 | 03/2023 |
| Edward Jones | St Louis | MO | 04/2023 | 06/2024 |
| Charles Schwab & Co., Inc | Campbell | CA | 10/2025 | Present |
| Unemployed | San Jose | CA | 07/2024 | 09/2025 |
Dongyong Zhou Rental Property|Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|2016-02-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.1|I manage two rental properties which include screening for tenants and maintaining properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-06 |
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