Tin Wai Li

Current Employers

Employment History

• 04/2005 → Present
  Acacia Life Insurance Co
  Lincoln, NE
• 01/2008 → Present
  Acacia Financial Advisors
  Rockville, MD
• 09/2014 → Present
  Independent Financial Group
  Rockville, MD
• 09/2014 → Present
  Upright Planning, Llc
  Rockville, MD

Previous Registrations

• 2005-04-28 → 2009-09-24
  Ameritas Investment Company, Llc
  Bethesda, MD
  Rockville, MD
• 2001-05-17 → 2005-04-20
  Equitable Advisors, Llc
  Centerville, VA

Other Businesses

(1) TIN W LI, DDS POSITION: Independent Contractor NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 12 START DATE: 01/02/2017 ADDRESS: 8626 Lee Hwy, Suite 203, Fairfax VA 22031, United States DESCRIPTION: Provide dental care to patients for fees (2) UPRIGHT PLANNING, LLC POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 120 START DATE: 08/31/2015 ADDRESS: 2400 Research Blvd., Suite 310, Rockville MD 20850, United States DESCRIPTION: Offering sales of insurance and securities to clients. (3) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2005 ADDRESS: 3204 TOWER OAKS BLVD, #208, ROCKVILLE MD 20852, United States DESCRIPTION: (1) MD INSURANCE AGENT OFFERING THE SALES OF LIFE AND HEALTH INSURANCE SINCE 2005. NON-INVESTMENT RELATED. 5% TIME SPENT. BUSINESS CONDUCTED AT 3204 TOWER OAKS BLVD #208, ROCKVILLE, MD 20852

Exams

• S66 Uniform Combined State Law Examination
  2014-09-22

Designations