Kwang Yi is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with KEY INVESTMENT SERVICES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KEY INVESTMENT SERVICES LLC | 2023-02-22 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-09-10 | 2022-09-27 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2016-07-11 | 2020-12-31 | — |
| TD AMERITRADE, INC. | 2016-07-11 | 2021-01-11 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-02-14 | 2016-07-05 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-03-21 | 2013-03-14 | — |