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Weijie Yuan

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mountain View, 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 2022-09-15
CA RA APPROVED 2022-08-30
  • TX RA
    APPROVED
    Since 2022-09-15
  • CA RA
    APPROVED
    Since 2022-08-30

Branch Locations

444 Castro St, Mountain View, CA 94041 • 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
Bank Of America, N.A. Cupertino CA 07/2019 Present
Premier Nissan Of San Jose San Jose CA 12/2018 07/2019
Next Generation Marketing Inc Pleasanton CA 12/2017 02/2018
Unemployed San Jose CA 11/2015 11/2017
Unemployed Usa CA 03/2018 12/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cupertino CA 07/2019 Present
  • 07/2019 → Present
    Bank Of America, N.A.
    Cupertino, CA
  • 12/2018 → 07/2019
    Premier Nissan Of San Jose
    San Jose, CA
  • 12/2017 → 02/2018
    Next Generation Marketing Inc
    Pleasanton, CA
  • 11/2015 → 11/2017
    Unemployed
    San Jose, CA
  • 03/2018 → 12/2018
    Unemployed
    Usa, CA
  • 07/2019 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Cupertino, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-20
  • S66 Uniform Combined State Law Examination
    2022-08-20
Other Names
  • William Yuan

View on SEC IAPD

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Other Investors

Jack H Teale
Jin W Shin
Brenda Castellanos Rojas
Serop Kupelian
Shahrzad Keshavarz Adeli
MARK RICHARD GORDON
Jessica Ng
LILLIAN GRACE SWENSON

Other Offices

J.P. MORGAN SECURITIES LLC · MOUNTAIN VIEW, CA
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
EL CAMINO GLOBAL CAPITAL, LLC · MOUNTAIN VIEW, CA
WEALTH ARCHITECTS, LLC · MOUNTAIN VIEW, CA
AP INVESTMENT MANAGEMENT · MOUNTAIN VIEW, CA
NIMBLE VENTURE STUDIO LLC · MOUNTAIN VIEW, CA
OSAIC ADVISORY SERVICES, LLC · MOUNTAIN VIEW, CA
ELEFUND MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA

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