Lei Deng

Current Employers

Employment History

• 10/2015 → 11/2021
  Edward Jones
  Saint Louis, MO
• 11/2021 → Present
  Core Planning, Llc
  Saint Louis, MO
• 08/2022 → Present
  Origin Planner Network
  Boston, MA

Previous Registrations

• 2022-09-12 → 2023-10-24
  Origin Investment Advisory Llc
  St. Louis, MO
  Sarasota, FL
• 2016-03-22 → 2021-11-02
  Edward Jones
  St. Louis, MO

Other Businesses

Since 08/2022, Lei Deng is also a financial planner for Blend Financial, Inc. dba Origin Financial or Blend Financial, Inc. dba Origin Insurance Services ("Origin Financial") (CRD# 305353). This is a independent contractor relationship, for approximately 10 hours per week, remote, providing financial planning for tech workers. There is no relationship that exists between Core Planning, LLC and Origin Financial. This arrangement may present a material conflict of interest because Lei Deng might be incentivized to refer Origin's clients to Core Planning, LLC's services. Though this Is highly unlikely, Core Planning, LLC will address this conflict of Interest by conducting proper due diligence on any prospective clients and will only accept clients if Core Planning's services are truly suitable to the client's needs.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-21

Designations