Zhi Lu is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-01-06 | present | Yes |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2018-07-27 | 2019-07-08 | — |
| TD AMERITRADE, INC. | 2018-07-27 | 2019-07-08 | — |