Vivian Fengi Chuan Sun

Current Employers

Employment History

• 07/2014 → 08/2023
  Morgan Stanley Smith Barney Llc
  Pleasanton, CA
• 01/2015 → 08/2023
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 08/2023 → Present
  Ll Financial Llc
  San Ramon, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-07-14 → 2023-09-01
  Morgan Stanley
  Pleasanton, CA
• 2011-01-03 → 2014-07-14
  Wells Fargo Clearing Services, Llc
  San Ramon, CA
  San Ramon, CA
  Walnut Creek, CA
• 2007-04-17 → 2011-01-03
  Wells Fargo Investments, Llc
  San Ramon, CA
  San Ramon, CA
• 2002-06-04 → 2007-04-26
  Citicorp Investment Services
  Dublin, CA
  San Ramon, CA

Other Businesses

1) 07/28/2023 - Prima Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/28/2023 - MAXIMILLION GLOBAL INVESTMENT LLC - Business Entity For Tax/Investment Purposes Only - CA 94566 - Non investment related - 2 hours per month - Start date: 05/04/2011. 3) 07/28/2023 - FIVE LOAVES & TWO FISHES GLOBAL FOUNDATION - Non-Profit Board Member - FOUNDER, MEMBER AND SECRETARY - CA 94583 - Non investment related - 2 hours per month - Start date: 09/15/2010. 4) 07/28/2023 - MAXMILLION INVESTMENTS JAPAN LLC - Business Entity For Tax/Investment Purposes Only - JAPAN - 02/02/2023 - Non investment related - 1 hour per month - Start date: 02/02/2023. 5) 07/28/2023 - LYOU CHUAN SUN FAMILY TRUST - Act in a Fiduciary Capacity - Trustee - CA 95377 - Investment related - 5 hours per month - Start date: 12/08/2002. 6) 07/28/2023 - MAXIMILLION NEVADA LLC - Business Entity For Tax/Investment Purposes Only - for income from structured investment and stocks - CA 94583 - Non investment related - Start date: 04/30/2013.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-16
• S63 Uniform Securities Agent State Law Examination
  1998-05-14

Other Names

• Vivian Chuansun
• Vivan Chuan Sun
• Vivian Fengi Chuansun