# Waleed Hassan Khan

Waleed Hassan Khan is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2025-05-15 | present | Yes |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2021-02-25 | 2025-05-15 | — |
| [PNC MANAGED ACCOUNT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/110476) | 2020-08-24 | 2021-02-22 | — |
| [NAVY FEDERAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/138459) | 2017-01-04 | 2020-07-23 | — |
| [NAVY FEDERAL ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/144244) | 2016-08-29 | 2017-01-04 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2016-02-26 | 2016-08-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6178402)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6178402.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.