David Liu Sun is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with ASSETMARK, INC..
| Firm | From | To | Current |
|---|---|---|---|
| ASSETMARK, INC. | 2026-07-17 | present | Yes |
| STERLING WEALTH MANAGEMENT, INC. | 2025-03-03 | 2026-07-07 | — |