# Mi-Song Yun

Mi-Song Yun is an investment adviser representative (IAR) with state registration records since 2012, appearing at 7 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2022-04-12 | present | Yes |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2021-11-04 | 2022-10-14 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2021-11-04 | 2023-09-07 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2020-02-04 | 2021-10-19 | — |
| [SOVEREIGN WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/188524) | 2018-04-24 | 2019-12-31 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2015-03-06 | 2016-05-20 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2012-09-28 | 2014-04-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5056314)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5056314.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.