# XICHAN LIU

XICHAN LIU is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with ROCKEFELLER FINANCIAL LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROCKEFELLER FINANCIAL LLC](https://search.stillhousedata.com/firm/291361) | 2022-05-11 | present | Yes |
| [J.P. MORGAN PRIVATE WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/108559) | 2022-04-19 | 2022-04-26 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2022-02-10 | 2022-05-13 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2018-07-19 | 2022-01-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6343286)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6343286.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.