# SHERI H. PAN

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PANTHEON WEALTH PLANNING](https://search.stillhousedata.com/firm/166825) | 2013-05-17 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2009-09-08 | present | Yes |
| [STRATEGIC WEALTH ADVISORS GROUP](https://search.stillhousedata.com/firm/140977) | 2009-04-01 | 2009-12-11 | — |
| [ASSOCIATED SECURITIES CORP.](https://search.stillhousedata.com/firm/12969) | 2009-03-13 | 2009-09-08 | — |
| [ASSOCIATED PLANNERS INVESTMENT ADVISORY INC](https://search.stillhousedata.com/firm/104790) | 2009-03-13 | 2009-10-13 | — |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2008-08-13 | 2009-03-12 | — |
| [PENSION PLANNERS SECURITIES, INC.](https://search.stillhousedata.com/firm/14068) | 2003-03-14 | 2008-08-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4536152)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4536152.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.