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Jiayi Xu

Global Wealth Harbor

Danville, CA

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Current Employers
Global Wealth Harbor

Danville, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-08-31
  • CA RA
    APPROVED
    Since 2021-08-31

Branch Locations

Danville, CA • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Stanich Group Llc New York NY 09/2013 06/2017
Bizcatcher International, Inc. Pittsburgh PA 07/2019 01/2023
Global Wealth Harbor Llc Walnut Creek CA 07/2021 Present
Carnegie Mellon University Pittsburgh PA 08/2017 05/2019
  • 09/2013 → 06/2017
    The Stanich Group Llc
    New York, NY
  • 07/2019 → 01/2023
    Bizcatcher International, Inc.
    Pittsburgh, PA
  • 07/2021 → Present
    Global Wealth Harbor Llc
    Walnut Creek, CA
  • 08/2017 → 05/2019
    Carnegie Mellon University
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-27
S66 Uniform Combined State Law Examination 2015-11-09
  • S65 Uniform Investment Adviser Law Examination
    2021-08-27
  • S66 Uniform Combined State Law Examination
    2015-11-09
Designations

View on SEC IAPD

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