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Surong Lin

Edward Jones

Ladera Ranch, CA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-29
CA RA APPROVED 2007-02-12
  • TX RA
    APPROVED
    Since 2024-10-29
  • CA RA
    APPROVED
    Since 2007-02-12

Branch Locations

111 Corporate Dr Ste 250, Ladera Ranch, CA 92694-1155 • 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
Edward Jones St. Louis MO 01/2005 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-05
S63 Uniform Securities Agent State Law Examination 2005-03-25
  • S66 Uniform Combined State Law Examination
    2007-02-05
  • S63 Uniform Securities Agent State Law Examination
    2005-03-25
Other Names
  • Surong Lin
  • Suzong Lin-Isbell
  • Surong Lin
  • Suzong Lin

View on SEC IAPD

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Other Offices

THIELEN CAPITAL CORPORATION · LADERA RANCH, CA
SALT CAPITAL WEALTH MANAGEMENT, LLC · LADERA RANCH, CA
SALT CAPITAL INVESTMENT ADVISORS, LLC · LADERA RANCH, CA
EDWARD JONES · Ladera Ranch, CA
NAUTILUS ADVISORS LLC · Ladera Ranch, CA
NAUTILUS ADVISORS LLC · Ladera Ranch, CA
EVERGREEN CAPITAL HOLDINGS, LLC · LADERA RANCH, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LADERA RANCH, CA

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