# Scott Vincent Cheo

Scott Vincent Cheo is an investment adviser representative (IAR) with state registration records since 2007, appearing at 8 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2024-12-20 | present | Yes |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2024-03-27 | 2025-01-02 | — |
| [OPTIMIZE FINANCIAL INC.](https://search.stillhousedata.com/firm/315963) | 2023-09-22 | 2024-03-28 | — |
| [OPTIMIZE FINANCIAL INC.](https://search.stillhousedata.com/firm/315963) | 2021-10-14 | 2022-08-11 | — |
| [WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC](https://search.stillhousedata.com/firm/11025) | 2020-11-19 | 2021-10-18 | — |
| [RBC SECURITIES, INC.](https://search.stillhousedata.com/firm/103705) | 2018-08-24 | 2020-11-24 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2016-02-08 | 2018-08-22 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2011-01-03 | 2016-02-02 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2007-10-29 | 2011-01-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5404945)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5404945.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.