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Mo Bai

Strategic Advisers LLC

Dublin, CA

Fremont, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-29
TX RA APPROVED 2026-05-29
  • CA RA
    APPROVED
    Since 2026-05-29
  • TX RA
    APPROVED
    Since 2026-05-29

Branch Locations

4500 A Tassajara Road, Dublin, CA 94568-4608 • United States

Fremont, 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
Fortunate Panda Inc Dba Rainbow Land Family Daycare Fremont CA 07/2022 08/2025
Unemployed Fremont CA 05/2017 07/2017
J.P. Morgan Securities Llc Fremont CA 10/2021 08/2025
Fidelity Investments Dublin CA 09/2025 Present
Jpmorgan Chase Bank, N.A. Fremont CA 10/2021 08/2025
Italkbb Fremont CA 05/2015 04/2017
Bank Of America Fremont CA 05/2019 09/2021
Citibank Fremont CA 08/2017 04/2019
  • 07/2022 → 08/2025
    Fortunate Panda Inc Dba Rainbow Land Family Daycare
    Fremont, CA
  • 05/2017 → 07/2017
    Unemployed
    Fremont, CA
  • 10/2021 → 08/2025
    J.P. Morgan Securities Llc
    Fremont, CA
  • 09/2025 → Present
    Fidelity Investments
    Dublin, CA
  • 10/2021 → 08/2025
    Jpmorgan Chase Bank, N.A.
    Fremont, CA
  • 05/2015 → 04/2017
    Italkbb
    Fremont, CA
  • 05/2019 → 09/2021
    Bank Of America
    Fremont, CA
  • 08/2017 → 04/2019
    Citibank
    Fremont, CA
Other Businesses

OBA-123031|OrgNmn:Fortunate Panda Inc|Org Addr:Fremont,California,US|OBA Nature:This is an in-home family dayc|Invst Rel:N|Title:Officer|Duties:business registration renewal, payroll, tax related|StrtDt:07-27-22|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-11
S63 Uniform Securities Agent State Law Examination 2022-03-08
  • S66 Uniform Combined State Law Examination
    2026-05-11
  • S63 Uniform Securities Agent State Law Examination
    2022-03-08

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
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ACUMAIN CAPITAL, LLC
ALTA VIA CAPITAL
WEALTHPAVER
LPL ENTERPRISE, LLC

Other Investors

DANIEL J QUINN
MASOUD RAHIMI
KAI LI
JUSTIN T SAAR
ARYIKA SINGH
TRICCIA MARIE BANA
DANIELLE L. PETTIETTE ERLINGER
ANDREW DE LA VEGA

Other Offices

HARMONEY CAPITAL LLC · DUBLIN, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · DUBLIN, CA
FINCOP FINANCIAL PLANNING · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · Pleasanton, CA
ACUMAIN CAPITAL, LLC · PLEASANTON, CA
ALTA VIA CAPITAL · PLEASANTON, CA
WEALTHPAVER · PLEASANTON, CA

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