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Stacey Chin Liu

Treehouse Wealth Advisors

Walnut Creek, CA

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Current Employers
Treehouse Wealth Advisors

1600 S Main St. Suite 195, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-04-12
TX RA APPROVED 2018-04-11
  • CA RA
    APPROVED
    Since 2018-04-12
  • TX RA
    APPROVED
    Since 2018-04-11

Branch Locations

1600 S Main St. Suite 195, Walnut Creek, CA 94596 • 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
Sf Sentry Securities, Inc. San Francisco CA 10/2013 04/2018
Garrison Point Advisors, Llc Walnut Creek CA 04/2018 Present
San Francisco Sentry Investment Group San Francisco CA 06/2014 04/2018
Garrison Point Advisors, Llc Walnut Creek CA 05/2023 Present
  • 10/2013 → 04/2018
    Sf Sentry Securities, Inc.
    San Francisco, CA
  • 04/2018 → Present
    Garrison Point Advisors, Llc
    Walnut Creek, CA
  • 06/2014 → 04/2018
    San Francisco Sentry Investment Group
    San Francisco, CA
  • 05/2023 → Present
    Garrison Point Advisors, Llc
    Walnut Creek, CA
Previous Registrations
  • 2014-06-27 → 2018-04-10
    San Francisco Sentry Investment Group
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-08-17
S66 Uniform Combined State Law Examination 2014-06-27
  • S63 Uniform Securities Agent State Law Examination
    2017-08-17
  • S66 Uniform Combined State Law Examination
    2014-06-27
Designations
Other Names
  • Stacey Chin
  • Stacey Uan Chin
  • Stacey Lian Chin

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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