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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-09 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
1551 Old Country Rd, Plainview, NY 11803-5014 • United States
Woodside, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The China Post | Taipei | 07/2019 | 08/2019 | |
| Boston University | Boston | MA | 09/2020 | 05/2023 |
| Taipei American School | Taipei | 01/2011 | 05/2020 | |
| Self-Employed | Taipei | 06/2020 | 12/2020 | |
| Fidelity Investments | Merrimack | NH | 05/2023 | Present |
| Hoyoverse | Central Region | 05/2022 | 12/2022 | |
| Youtube | San Bruno | CA | 06/2021 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-99262|OrgNmn:YouTube Social Media Page|Org Addr:Taipei,,TW|OBA Nature:I post videos such as unboxing|Invst Rel:N|Title:Content Creator|Duties:Post once every two weeks, report to IRS earnings each year.|StrtDt:12-21-20|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-18 |
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