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Yongxiang Li

Quantum Financial Advisors Inc

Rockville, MD

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Current Employers
Quantum Financial Advisors Inc

51 Monroe Street Suite 1902, Rockville, MD 20850 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-06-02
  • MD RA
    APPROVED
    Since 2025-06-02

Branch Locations

51 Monroe Street Suite 1902, Rockville, MD 20850 • 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
Quantum Financial Advisors Inc. Rockville MD 06/2025 Present
Lockheed Martin Bethesda MD 05/2011 02/2025
Unemployed Derwood MD 02/2025 06/2025
  • 06/2025 → Present
    Quantum Financial Advisors Inc.
    Rockville, MD
  • 05/2011 → 02/2025
    Lockheed Martin
    Bethesda, MD
  • 02/2025 → 06/2025
    Unemployed
    Derwood, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-22
S63 Uniform Securities Agent State Law Examination 2003-12-02
  • S65 Uniform Investment Adviser Law Examination
    2025-05-22
  • S63 Uniform Securities Agent State Law Examination
    2003-12-02
Designations
Other Names
  • Yonxiang Li

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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