# LILIAN LO

LILIAN LO is an investment adviser representative (IAR) with state registration records since 2005, appearing at 9 firms. Currently registered with CORIENT PRIVATE WEALTH LP.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CORIENT PRIVATE WEALTH LP](https://search.stillhousedata.com/firm/319448) | 2026-06-23 | present | Yes |
| [VIVALDI CAPITAL MANAGEMENT LP](https://search.stillhousedata.com/firm/160150) | 2017-11-06 | 2026-06-17 | — |
| [MARINER INDEPENDENT ADVISOR NETWORK, LLC](https://search.stillhousedata.com/firm/283824) | 2016-07-07 | 2017-10-12 | — |
| [STRATEGIC WEALTH ADVISORS GROUP](https://search.stillhousedata.com/firm/140977) | 2016-04-22 | 2016-07-07 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2015-04-01 | 2016-09-08 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2007-04-20 | 2015-04-02 | — |
| [FIDELITY BROKERAGE SERVICES LLC](https://search.stillhousedata.com/firm/7784) | 2006-01-24 | 2006-02-17 | — |
| [CCM PARTNERS, LP](https://search.stillhousedata.com/firm/104720) | 2005-08-05 | 2006-02-03 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 2005-06-21 | 2005-07-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4929414)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4929414.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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