# Paulina Wong

Paulina Wong is an investment adviser representative (IAR) with state registration records since 2011, appearing at 8 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2026-05-12 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2021-09-29 | 2026-05-04 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2017-09-22 | 2021-09-04 | — |
| [NEUBERGER BERMAN BD LLC](https://search.stillhousedata.com/firm/2908) | 2015-05-05 | 2017-09-13 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2014-04-18 | 2015-05-11 | — |
| [CREDIT SUISSE SECURITIES (USA) LLC](https://search.stillhousedata.com/firm/816) | 2012-07-11 | 2014-04-17 | — |
| [RAND & ASSOCIATES](https://search.stillhousedata.com/firm/157807) | 2011-12-22 | 2012-07-06 | — |
| [SAN FRANCISCO SENTRY INVESTMENT GROUP](https://search.stillhousedata.com/firm/106257) | 2011-11-05 | 2012-07-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5971223)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5971223.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.