John Thomas Lian

Current Employers

Employment History

• 01/2015 → 02/2018
  Metlife Securities Inc.
  Worcester, MA
• 07/2016 → 02/2018
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 01/2018
  Mml Investors Services, Llc
  Worcester, MA
• 02/2018 → 08/2024
  Lpl Financial Llc
  Worcester, MA
• 02/2018 → 08/2024
  Integrated Wealth Concepts, Llc
  Worcester, MA
• 08/2024 → 06/2025
  Osaic
  Worcester, MA
• 08/2024 → Present
  The Ameriflex Group
  Las Vegas, NV
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2018-02-02 → 2024-08-20
  Integrated Wealth Concepts Llc
  Worcester, MA
• 2011-04-20 → 2020-02-10
  Mariner
  Overland Park,, KS
• 2017-03-25 → 2018-02-05
  Mml Investors Services, Llc
  Leominster, MA
  Worcester, MA
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Leominster, MA
  Worcester, MA
  Worcester, MA
• 2008-08-18 → 2015-01-02
  New England Securities
  Worcester, MA
  Worcester, MA
  Leominster, MA

Other Businesses

1. JUNIPER OUTREACH FOUNDATION, P.O. Box 91, Paxton MA 01612, United States, 06/27/2025, Board Trustee, Volunteer, NIR, 3 HR/MO - 0 HR/MO TRADING 2. SEVEN HILLS WEALTH PLANNING, 6 Howatson Way, Worcester MA 01609, United States, 06/27/2025, Founder, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 2 HR/MO TRADING 3. SEVEN HILLS WEALTH PLANNING, 6 Howatson Way, Worcester MA 01609, United States, 06/26/2025, Director, RIA Affiliation - other than CIRA, NIR, 40 HR/MO - 40 HR/MO TRADING 4. FAIRLAWN FOUNDATION, One Mercantile Street, Suite 010, Worcester MA 01608, United States, 01/01/2026, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 1 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-01
• S63 Uniform Securities Agent State Law Examination
  2007-12-19