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Paul Wing-Yun Lam

Edward Jones

Needham, MA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-11
MA RA APPROVED 2007-07-27
  • TX RA
    APPROVED_RES
    Since 2018-12-11
  • MA RA
    APPROVED
    Since 2007-07-27

Branch Locations

175 Highland Avenue, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2001 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-23
S63 Uniform Securities Agent State Law Examination 2001-08-10
  • S66 Uniform Combined State Law Examination
    2007-07-23
  • S63 Uniform Securities Agent State Law Examination
    2001-08-10
Other Names
  • Paul Wing Yun Lam

View on SEC IAPD

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DARROW WEALTH MANAGEMENT
FREEMAN FINANCIAL LLC

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MICHELE CHRISTINE CROPLEY
Leonid Berline
Andrew Rudolph Haff
Michael Richard Bradley

Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

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