XICHAN LIU is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 2022-05-11 | present | Yes |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2022-04-19 | 2022-04-26 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2022-02-10 | 2022-05-13 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2018-07-19 | 2022-01-10 | — |