SHERI H. PAN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with LPL FINANCIAL LLC, PANTHEON WEALTH PLANNING.
| Firm | From | To | Current |
|---|---|---|---|
| PANTHEON WEALTH PLANNING | 2013-05-17 | present | Yes |
| LPL FINANCIAL LLC | 2009-09-08 | present | Yes |
| STRATEGIC WEALTH ADVISORS GROUP | 2009-04-01 | 2009-12-11 | — |
| ASSOCIATED SECURITIES CORP. | 2009-03-13 | 2009-09-08 | — |
| ASSOCIATED PLANNERS INVESTMENT ADVISORY INC | 2009-03-13 | 2009-10-13 | — |
| CETERA WEALTH SERVICES, LLC | 2008-08-13 | 2009-03-12 | — |
| PENSION PLANNERS SECURITIES, INC. | 2003-03-14 | 2008-08-13 | — |