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1881 Page Mill Rd., Suite #236, Palo Alto, CA 94304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-04 |
Branch Locations
1881 Page Mill Rd., Suite #236, Palo Alto, CA 94304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citic Trust Co., Ltd. | Beijing | 05/2019 | 08/2021 | |
| Credit Suisse Group Ag | Kowloon | 07/2013 | 03/2019 | |
| Vienna Asset Management | San Jose | CA | 01/2023 | 09/2023 |
| Unemployed | San Jose | CA | 09/2021 | 12/2022 |
| Y Logx Securities Llc | Las Vegas | NV | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-30 |
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