Beverly Lifeng Roun is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with CITIZENS SECURITIES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CITIZENS SECURITIES, INC. | 2025-04-01 | present | Yes |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2022-06-21 | 2023-09-07 | — |
| TD AMERITRADE, INC. | 2022-06-21 | 2022-10-14 | — |
| CHARLES SCHWAB & CO., INC. | 2022-06-21 | 2025-04-10 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-09-22 | 2022-04-30 | — |