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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-06 |
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Irvine | CA | 03/2022 | 10/2024 |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 03/2022 | 10/2024 |
| Golden Orange Realty | Irvine | CA | 09/2018 | 06/2022 |
| Zhongli New Energy | San Jose | CA | 08/2017 | 07/2018 |
| The China Investor Magazine | Irvine | CA | 02/2016 | 04/2017 |
| Presidio Logistics Llc | Aliso Viejo | CA | 11/2021 | 05/2023 |
| Soho Apparel Group Inc | City Of Industry | CA | 05/2017 | 07/2017 |
| Uglobal Oz Inc | Irvine | CA | 09/2016 | 02/2017 |
| Chapman University | Orange | CA | 08/2014 | 05/2016 |
| Unemployed | Irvine | CA | 08/2018 | 08/2018 |
| Xiaoyan Su, Sole Proprietorship | Irvine | CA | 02/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 10/2024 | Present |
| Ever Rich Real Estates Llc | Irvine | CA | 07/2024 | Present |
| Bank Of America, N.A. | Newport Beach | CA | 12/2024 | Present |
I*: 2066328 Name of the other business: Ever Rich Real Estates LLC Whether the business is investment-related: Yes, Real estate investment Address of the other business: Irvine, CA 92620 Nature of the other business: Real estate investment. I own this LLC company to hold my rental property. Your position: Sole owner Start date of your relationship07/01/2024 Approximate number of hours/months you devote to the other business10 hours/year Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other business: Collect rents and pay bills. I*: 2066323 Name of the other business: X. S. Whether the business is investment-related: No Address of the other business: Irvine, CA 92620 Nature of the other business: Education. I'm a Chinese language tutor. Title, or relationship with the other business: Sole owner Start date of your relationship: 02/01/2024 Approximate number of hours/months you devote to the other business: 20 hours/year Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Charge by teaching students Chinese and pay bills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-17 |
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