Lynn Chang-Ly

Current Employers

Employment History

• 01/2016 → 11/2016
  Unemployed
  Dana Point, CA
• 08/2017 → 06/2022
  Nylife Securities, Llc
  Irvine, CA
• 12/2016 → 06/2022
  New York Life Insurance Co
  Irvine, CA
• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Clemente, CA
• 07/2022 → 11/2022
  Unemployed
  Dana Point, CA
• 02/2023 → Present
  Bank Of America, N.A.
  San Clemente, CA

Other Businesses

Name: Harvard One LLC (Rental Property) Investment-related Yes Address: Cambridge, MA 02139 Nature of the other business Rental property Title: Owner Start date: 02/15/22 Hours: 0 Hours during trading: 0 Duties: None Name: Rental Property Investment-related Yes Address: Quincy, MA 02169 Nature of the other business: Rental property Title: Owner Start date: 12/15/10 Hours: 0 Hours during trading: 0 Duties: None Name: Rental Property Investment-related Yes Address: Garden Grove, CA 92840 Nature of the other business: Rental property Title: Owner Start date: 05/15/21 Hours: 0 Hours during trading: 0 Duties: None I*1342249 For profit or not for profit: Name: Rental Property 1Investment related: N Address: Quincy, Massachusetts, 02169, Title: Co-owner with other family members Start date: 12/20/11 Hours devoted: 0 Hours devoted during trading : 0 Duties: I*1342250For profit or not for profit: Name : Rental Property 2Investment related: N Address : Garden Grove, California, 92840 Nature of business: Position,n: Co-owner with other family members, Start date of relationship: 5/20/2022Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0Duties: N/A I*1685272Entity Type: N/A Name: Rental Property 3 Address: Dana Point, CA, 92629 Investment Related: No Title: Co-owner Association: Co-owner Start Date:02/01/2024 Hours: 0 Hours during trading:0 Duties: Co-owner with other family members. I*2005257, Entity Type, Profit, Name of OBA: Rental property LLC (no name yet), Address: Quincy, MA, 02169, Investment Related: N, Position,n: Owner, Employee Start Date: 10/01/2024, No Hours: 25hrs/Annually, No Hours during trading: 0, Duties: Converting the existing Rental Property 1 as listed in AIM into a LLC structure. I*2004259, Profit, Name of OBA: Rental property LLC (no name yet), Address: Garden Grove, CA, 92840, Investment Related: N, Position,n: Owner, Employee Start Date: 10/01/2024, No Hours: 25hrs/Annually, No Hours during trading: 0, Duties: The sole purpose of this new entity is to convert the existing Rental Property 2 to a LLC structure. I*1993299, E For Profit, Name of OBA: Coastalway Corporation, Address: Dana Point, California, 92629, Investment Related: N, Positionn: Owner, Employee State Date: 08/01/2025, No Hours: 25 Yearly, No Hours during Trading: 0 Yearly, Duties: My husband and I will be members of this S Corp holding company. The sole purpose of creating this S Corp is to hold the existing rental properties as listed in AIM. This entity will be operated by property management that are not family members. Property manager and CPA will oversee the financial account activities. I*: 2004259 Entity Type: For Profit Name of OBA: Chapmann LLC Address: Garden Grove, CA 92840 Investment Related: No Position: owner Employee Start Date: 12/02/2024 Number of Hours: 25 hrs annually Number of Hours during trading: 0 Duties: The sole purpose of this new entity is to convert the existing Rental Property 2 to a LLC structure I*: 2004260 For Profit Name : Goldtern LLC Address: Dana Point, CA 92629 Investment Related: No Position, Owner Employee Start Date: 12/02/2024 Number of Hours: 25 hrs annually Number of Hours during trading: 0 Duties: The sole purpose of this entity is to convert the existing Rental Property 3 as listed on AIM to a LLC structure. I*: 2005257 : For Profit Name : Cranch LLC Address: Quincy, MA 02169 Investment Related: No Position,owner Employee Start Date: 11/05/2024 Number of Hours: 25 hrs annually Number of Hours during trading: 0 Duties: Converting the existing Rental Property 1 as listed in AIM into a LLC structure. I*: 2113259 For Profit Name of OBA: No name yet Address: Springfield, OH 05505 Investment Related: No Position: Owner Employee Start Date: 12/18/2024 Number of Hours: 10 hrs annually Number of Hours during trading: 0 Duties: I will be a silent investor and will be financially responsible for my share of ownership

Exams

• S66 Uniform Combined State Law Examination
  2023-03-10
• S63 Uniform Securities Agent State Law Examination
  2018-08-23