# ILIAN LI

ILIAN LI is an investment adviser representative (IAR) with state registration records since 2002, appearing at 11 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (11)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2024-05-30 | present | Yes |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2023-09-06 | 2024-05-26 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2020-08-04 | 2023-08-08 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2016-07-01 | 2018-12-06 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2010-10-19 | 2016-06-30 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-10-23 | 2010-10-08 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2008-03-03 | 2009-10-23 | — |
| [NAVY FEDERAL ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/144244) | 2007-11-29 | 2008-02-12 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2004-11-09 | 2006-05-18 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2004-03-01 | 2004-05-13 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2002-10-21 | 2003-08-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4557972)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4557972.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.