Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-27
CA RA APPROVED 2026-07-03
  • TX RA
    APPROVED
    Since 2026-07-27
  • CA RA
    APPROVED
    Since 2026-07-03

Branch Locations

560 S Winchester Blvd, San Jose, CA 95128 • United States

1660 S De Anza Blvd, San Jose, CA 95129 • 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
Jpmc Bank Na (Southwest) Palo Alto CA 09/2022 01/2026
J.P. Morgan Securities Llc Palo Alto CA 09/2022 01/2026
Palo Alto Hills Golf & Country Club Palo Alto CA 03/2022 10/2023
Haevma, Llc Irvine CA 05/2017 12/2019
Instawork Newwark CA 06/2022 10/2023
Unemployed New York CA 01/2020 02/2022
Unemployed Ivrine CA 09/2012 04/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 02/2026 Present
Bank Of America, N.A. San Jose CA 04/2026 Present
  • 09/2022 → 01/2026
    Jpmc Bank Na (Southwest)
    Palo Alto, CA
  • 09/2022 → 01/2026
    J.P. Morgan Securities Llc
    Palo Alto, CA
  • 03/2022 → 10/2023
    Palo Alto Hills Golf & Country Club
    Palo Alto, CA
  • 05/2017 → 12/2019
    Haevma, Llc
    Irvine, CA
  • 06/2022 → 10/2023
    Instawork
    Newwark, CA
  • 01/2020 → 02/2022
    Unemployed
    New York, CA
  • 09/2012 → 04/2017
    Unemployed
    Ivrine, CA
  • 02/2026 → Present
    San Jose, CA
  • 04/2026 → Present
    Bank Of America, N.A.
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-02
S63 Uniform Securities Agent State Law Examination 2023-04-21
  • S66 Uniform Combined State Law Examination
    2026-07-02
  • S63 Uniform Securities Agent State Law Examination
    2023-04-21
Other Names
  • Xue Chen
  • Cecelia Chen
  • Cecelia Price

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Jose, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor