Inactive

Irene Lam

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Current Employers

Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-04-06

NY RA
APPROVED

Since 2026-04-06

Branch Locations

Corona, NY • United States

706 N Main St, Ofallon, MO 63366 • 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

Organization	City	State	From	To
Core Planning, Llc	Ofallon	MO	03/2026	Present
N/A	Corona	NY	08/2024	02/2026
Bbva	New York	NY	04/2023	07/2024
Intesa Sanpaolo Imi Securities	New York	NY	06/2011	04/2023

03/2026 → Present

Core Planning, Llc

Ofallon, MO
08/2024 → 02/2026

N/A

Corona, NY
04/2023 → 07/2024

Bbva

New York, NY
06/2011 → 04/2023

Intesa Sanpaolo Imi Securities

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-04-24

S65 Uniform Investment Adviser Law Examination

2024-04-24

View on SEC IAPD

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