Furui Guo

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-05-06

Branch Locations

Cwm Retail, Sales, One Market Plaza, Fl 40, San Francisc, CA 94105 • United States

San Pablo, CA • United States

Cwm Retail, Sales 1660 Olympic Blvd., Walnut Creek, CA 94596 • United States

San Pablo, CA • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Jose	CA	11/2022	04/2025
Metisign	San Jose	CA	06/2022	11/2022
Yc Auto Group	Pittsburg	CA	06/2020	12/2020
As You Wish Frozen Yogurt	Albany	CA	10/2018	05/2020
University Of California Santa Cruz	Santa Cruz	CA	09/2019	06/2022
Albany Middle/High School	Albany	CA	01/2014	06/2019
Citigroup	San Francisco	CA	04/2025	Present

11/2022 → 04/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Jose, CA
06/2022 → 11/2022

Metisign

San Jose, CA
06/2020 → 12/2020

Yc Auto Group

Pittsburg, CA
10/2018 → 05/2020

As You Wish Frozen Yogurt

Albany, CA
09/2019 → 06/2022

University Of California Santa Cruz

Santa Cruz, CA
01/2014 → 06/2019

Albany Middle/High School

Albany, CA
04/2025 → Present

Citigroup

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-05

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