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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
| CA | RA | APPROVED | 2025-04-14 |
Branch Locations
3067 Castro Valley Blvd, Castro Valley, CA 94546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Ramon | CA | 10/2023 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | San Ramon | CA | 10/2023 | 03/2025 |
| Vontobel Wealth Management (Hong Kong) Limited | Hong Kong | 04/2015 | 10/2022 | |
| Unemployed | Pleasanton | CA | 11/2022 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 03/2025 | Present |
| Bank Of America, N.A. | San Francisco | CA | 05/2025 | Present |
I*: 2293282 Entity Type: Rental Property Name: Rental Property 2 Address: Daly City, CA 94014 Start date: 06/2016 Position: Jointly owned with my wife Sin Yee Wong Hours devoted: 1 hour per month Hours devoted during trading: 0 Duties: property owner and lessor I*: 2292279 Entity Type: Rental Property Name: Rental Property 2 Address: Pacifica, CA 94044 Start date: 01/01/2024 Position: Wholly owned by myself Hours devoted: 1 hour per month Hours devoted during trading: 0 Duties: property owner and lessor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-13 |
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