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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-03 |
Branch Locations
350 W Colorado Blvd Ste 390 [Pn-Rbo], Pasadena, CA 91105 • United States
2322 S Azusa Ave, West Covina, CA 91792 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bohai Securities | Beijing | 01/2021 | 04/2023 | |
| Everbright Securities | Shanghai | 03/2014 | 12/2020 | |
| Unemployed | Rowland Heights | CA | 05/2023 | 06/2023 |
| Avantax Advisory Services | Fullerton | CA | 07/2023 | 01/2024 |
| Hsbc Bank Usa, N.A. | Irvine | CA | 12/2024 | 09/2025 |
| Hsbc Securities (Usa) Inc | Irvine | CA | 12/2024 | 09/2025 |
| Unemployed | Irvine | CA | 02/2024 | 11/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2025 | 06/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | 06/2026 |
| Wells Fargo Clearing Services, Llc | West Covina | CA | 07/2026 | Present |
| Wells Fargo Bank, Na | West Covina | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-03 |
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