Shuo Li is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with LPL ENTERPRISE, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL ENTERPRISE, LLC | 2024-11-14 | present | Yes |
| PRUCO SECURITIES, LLC | 2023-12-06 | 2024-11-14 | — |
| CHARLES SCHWAB & CO., INC. | 2019-09-09 | 2023-07-03 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2018-03-05 | 2019-09-05 | — |
| CHARLES SCHWAB & CO., INC. | 2017-06-05 | 2018-03-05 | — |