# SIMON CHUNG-YEE LIU

SIMON CHUNG-YEE LIU is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with RVW WEALTH LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RVW WEALTH LLC](https://search.stillhousedata.com/firm/140451) | 2018-04-25 | present | Yes |
| [HAROLD DAVIDSON & ASSOCIATES, INC](https://search.stillhousedata.com/firm/110994) | 2017-08-29 | 2018-04-30 | — |
| [HCR WEALTH ADVISORS](https://search.stillhousedata.com/firm/108676) | 2016-08-08 | 2017-10-03 | — |
| [PACIFIC FINANCIAL STRATEGIES, INC](https://search.stillhousedata.com/firm/151434) | 2011-07-29 | 2016-04-14 | — |
| [DAAT ASSET MANAGEMENT](https://search.stillhousedata.com/firm/141469) | 2010-05-13 | 2011-06-16 | — |
| [GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/137432) | 2007-01-02 | 2011-05-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4437958)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4437958.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.