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Alvin Yuheng Wan

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA

San Francisco, CA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-26
CA RA APPROVED 2022-07-05
  • TX RA
    APPROVED_RES
    Since 2022-07-26
  • CA RA
    APPROVED
    Since 2022-07-05

Branch Locations

1007 Taraval St, San Francisco, CA 94116 • United States

5150 Mission St, San Francisco, CA 94112 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 05/2017 Present
Js Appraisal South San Francisco CA 01/2021 02/2022
Pacific Aviation San Francisco CA 07/2013 12/2020
San Jose State University San Jose CA 08/2009 12/2016
  • 05/2017 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Francisco, CA
  • 01/2021 → 02/2022
    Js Appraisal
    South San Francisco, CA
  • 07/2013 → 12/2020
    Pacific Aviation
    San Francisco, CA
  • 08/2009 → 12/2016
    San Jose State University
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-01
  • S66 Uniform Combined State Law Examination
    2022-07-01
Other Names
  • Alvin Wan

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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