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Yingquan Zhang

Wells Fargo Clearing Services, LLC

Millbrae, CA

San Jose, CA

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-22
  • CA RA
    APPROVED
    Since 2025-07-22

Branch Locations

490 Broadway, Millbrae, CA 94030 • United States

50 W Fernando St. 15Th Fl, Ste 1500 [Lk/Nh-Rbo], San Jose, CA 95113 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Bank San Francisco CA 10/2017 07/2018
Bank Of America San Francisco CA 02/2017 09/2017
Wells Fargo San Francisco CA 01/2017 02/2017
Bloomingdales San Francisco CA 11/2016 01/2017
Unemployed Richmond Hill 02/2016 10/2016
Ihss San Francisco CA 05/2017 Present
Lpl Financial Llc Castro Valley CA 08/2024 06/2025
Citigroup Castro Valley CA 12/2023 08/2024
Citibank Castro Valley CA 07/2018 12/2023
Bmo Harris Bank Castro Valley CA 08/2024 06/2025
Wells Fargo Clearing Services, Llc Millbrae CA 07/2025 Present
Wells Fargo Bank, Na Millbrae CA 06/2025 Present
  • 10/2017 → 07/2018
    First Bank
    San Francisco, CA
  • 02/2017 → 09/2017
    Bank Of America
    San Francisco, CA
  • 01/2017 → 02/2017
    Wells Fargo
    San Francisco, CA
  • 11/2016 → 01/2017
    Bloomingdales
    San Francisco, CA
  • 02/2016 → 10/2016
    Unemployed
    Richmond Hill
  • 05/2017 → Present
    Ihss
    San Francisco, CA
  • 08/2024 → 06/2025
    Lpl Financial Llc
    Castro Valley, CA
  • 12/2023 → 08/2024
    Citigroup
    Castro Valley, CA
  • 07/2018 → 12/2023
    Citibank
    Castro Valley, CA
  • 08/2024 → 06/2025
    Bmo Harris Bank
    Castro Valley, CA
  • 07/2025 → Present
    Wells Fargo Clearing Services, Llc
    Millbrae, CA
  • 06/2025 → Present
    Wells Fargo Bank, Na
    Millbrae, CA
Previous Registrations
Other Businesses

1- 07/2024 / IHSS / Other / Non Inv Related / 40 hrs mnth / start 05/01/2017

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-08
S63 Uniform Securities Agent State Law Examination 2024-02-01
  • S65 Uniform Investment Adviser Law Examination
    2024-03-08
  • S63 Uniform Securities Agent State Law Examination
    2024-02-01

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EMERSON EQUITY LLC
SHUYI KONG WEALTH MANAGEMENT, INC.
U.S. BANCORP ADVISORS, LLC
CONQUIS FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

Weijia Guo
JULIE CHI-CHING CHEN TUNG
MATTHEW PAUL SOLIS
HARDIT NARAYAN CHAUDHARY
Shuyi Kong
Jason Chia Wun Chen
KATHERINE ANN SIMMONDS
Jacob David Levy

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MILLBRAE, CA
EMERSON EQUITY LLC · Millbrae, CA
SHUYI KONG WEALTH MANAGEMENT, INC. · MILLBRAE, CA
U.S. BANCORP ADVISORS, LLC · Millbrae, CA
CONQUIS FINANCIAL LLC · MILLBRAE, CA
CETERA INVESTMENT ADVISERS LLC · MILLBRAE, CA
J.P. MORGAN SECURITIES LLC · MILLBRAE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Millbrae, CA

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