ALEX YI PAN is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with RETIREMENT AND WEALTH AT ALLIANT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| RETIREMENT AND WEALTH AT ALLIANT, LLC | 2024-07-01 | present | Yes |
| ICAPITAL, LLC | 2022-09-22 | 2024-07-15 | — |