# LINDY CHAN

LINDY CHAN is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with CENTRIC ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CENTRIC ADVISORS, LLC](https://search.stillhousedata.com/firm/282477) | 2020-01-17 | present | Yes |
| [SIERRA PACIFIC PRIVATE WEALTH, LLC](https://search.stillhousedata.com/firm/131738) | 2018-09-19 | 2020-02-28 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2013-06-18 | 2018-09-07 | — |
| [HSBC SECURITIES (USA) INC.](https://search.stillhousedata.com/firm/19585) | 2010-01-28 | 2013-06-26 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2008-05-16 | 2009-02-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5494291)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5494291.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.