ChungYanJoanne Lo is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-04-18 | present | Yes |
| OSAIC WEALTH, INC. | 2023-01-26 | 2023-02-28 | — |