LILY YEE POY is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with ICONIC WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ICONIC WEALTH MANAGEMENT LLC | 2017-12-13 | present | Yes |
| OV CAPITAL | 2013-05-16 | 2017-12-08 | — |
| EQUITABLE ADVISORS, LLC | 2008-12-12 | 2009-02-09 | — |
| ROBERT W. BAIRD & CO. INCORPORATED | 2007-07-25 | 2008-11-06 | — |
| FERRIS, BAKER WATTS, LLC | 2005-10-24 | 2007-08-02 | — |
| FERRIS, BAKER WATTS, LLC | 2004-06-23 | 2004-09-27 | — |