# Song Yon Yi

Song Yon Yi is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2021-01-10 | present | Yes |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2018-01-08 | 2018-05-11 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2011-03-08 | 2018-01-08 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2010-07-09 | 2010-10-04 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2002-10-30 | 2010-06-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4209624)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4209624.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.