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Thomas Hsin Lo

Vested Financial Planning, LLC

San Carlos, CA

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Current Employers
Vested Financial Planning, Llc

San Carlos, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-12-06
CA RA APPROVED 2018-05-25
  • TX RA
    APPROVED_RES
    Since 2022-12-06
  • CA RA
    APPROVED
    Since 2018-05-25

Branch Locations

San Carlos, CA • 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
Aspiriant San Francisco CA 10/2015 03/2018
Vested Financial Planning, Llc San Carlos CA 04/2018 Present
Previous Registrations
  • 2017-01-30 → 2018-05-31
    Aspiriant, Llc
    Los Angeles, CA
  • 2012-03-21 → 2015-10-01
    Fluent Wealth Partners
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-31
  • S65 Uniform Investment Adviser Law Examination
    2011-12-31
Designations

View on SEC IAPD

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