# LONG N TRAN

LONG N TRAN is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2025-08-11 | present | Yes |
| [COMPOUND PLANNING, INC.](https://search.stillhousedata.com/firm/171787) | 2023-12-15 | 2025-08-25 | — |
| [LIDO ADVISORS, LLC](https://search.stillhousedata.com/firm/269866) | 2022-07-27 | 2023-11-14 | — |
| [MISSION WEALTH MANAGEMENT, LP](https://search.stillhousedata.com/firm/113057) | 2017-01-19 | 2022-06-01 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2014-09-30 | 2016-09-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5641867)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5641867.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.