Stephanie Xiaoqian Chang

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-06-01

Branch Locations

611 Gateway Blvd Suite 120, Office 256, South San Francisco, CA 94080 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Waddell & Reed, Inc	San Mateo	CA	03/2016	11/2017
Various Insurance Carriers For W&R Insurance Agencies	Foster City	CA	07/2016	11/2017
Lpl Financial, Llc	San Mateo	CA	11/2017	06/2019
Strategic Wealth Advisors Group	San Mateo	CA	11/2017	06/2019
Pillar Pacific Capital Management	Pacifica	CA	07/2020	06/2021
Fisher Investment	Woodside	CA	11/2019	07/2020
Unemployed	Foster City	CA	07/2019	10/2019
Wealth Ehancement Advisory Services	Plymouth	MN	06/2021	Present
Wealth Enhancement Group	Plymouth	MN	06/2021	Present

03/2016 → 11/2017

Waddell & Reed, Inc

San Mateo, CA
07/2016 → 11/2017

Various Insurance Carriers For W&R Insurance Agencies

Foster City, CA
11/2017 → 06/2019

Lpl Financial, Llc

San Mateo, CA
11/2017 → 06/2019

Strategic Wealth Advisors Group

San Mateo, CA
07/2020 → 06/2021

Pillar Pacific Capital Management

Pacifica, CA
11/2019 → 07/2020

Fisher Investment

Woodside, CA
07/2019 → 10/2019

Unemployed

Foster City, CA
06/2021 → Present

Wealth Ehancement Advisory Services

Plymouth, MN
06/2021 → Present

Wealth Enhancement Group

Plymouth, MN

SUCCESSOR TRUSTEE FOR COUSIN'S LIVING TRUST- NON-INVESTMENT RELATED - 0 HOURS/MONTH, 0 HOURS SPENT DURING TRADING HOURS

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-06-01