Jennifer Lo

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-04-14

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Walnut Creek	CA	04/2024	04/2025
Bank Of America, N.A.	San Francisco	CA	10/2017	04/2024
Stella Mccartney	Palo Alto	CA	02/2016	02/2017
Personal Hardship / Unemployed	San Francisco	CA	03/2017	10/2017
Bmo Harris Bank	Vacaville	CA	04/2025	04/2026
Lpl Financial	Vacaville	CA	04/2025	04/2026
East West Bank	Fremont	CA	04/2026	Present
Cetera Investment Services Llc	St Cloud	MN	04/2026	Present
Cetera Investment Advisers Llc	Fremont	CA	04/2026	Present

04/2024 → 04/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Walnut Creek, CA
10/2017 → 04/2024

Bank Of America, N.A.

San Francisco, CA
02/2016 → 02/2017

Stella Mccartney

Palo Alto, CA
03/2017 → 10/2017

Personal Hardship / Unemployed

San Francisco, CA
04/2025 → 04/2026

Bmo Harris Bank

Vacaville, CA
04/2025 → 04/2026

Lpl Financial

Vacaville, CA
04/2026 → Present

East West Bank

Fremont, CA
04/2026 → Present

Cetera Investment Services Llc

St Cloud, MN
04/2026 → Present

Cetera Investment Advisers Llc

Fremont, CA

2025-04-29 → 2026-04-13

Lpl Financial Llc

San Ramon, CA
2024-10-05 → 2025-05-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Walnut Creek, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-04

Other Firms