ELTON PING HEI LAI is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2023-04-18 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2020-05-01 | 2023-03-23 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2018-05-30 | 2020-04-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-06-11 | 2018-05-31 | — |