# PHUONG-THUY THI DINH

PHUONG-THUY THI DINH is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with EVOKE WEALTH, LLC, MAI CAPITAL MANAGEMENT, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MAI CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/109807) | 2025-11-12 | present | Yes |
| [EVOKE WEALTH, LLC](https://search.stillhousedata.com/firm/300856) | 2020-12-18 | present | Yes |
| [J.P. MORGAN PRIVATE WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/108559) | 2017-04-11 | 2020-02-03 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2009-03-03 | 2017-04-14 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-10-17 | 2009-03-12 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2005-02-21 | 2006-11-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4893517)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4893517.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.