William Weibin Li

Current Employers

Morling Financial Advisors, Llc

39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-05-12

CA RA
APPROVED

Since 2021-05-12

Branch Locations

39355 California Street Suite 201A, Fremont, CA 94538-1447 • 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

Organization	City	State	From	To
Ibm	San Jose	CA	01/2003	02/2021
Morling Financial Advisors, Llc	Fremont	CA	01/2021	Present

01/2003 → 02/2021

Ibm

San Jose, CA
01/2021 → Present

Morling Financial Advisors, Llc

Fremont, CA

Other Businesses

1. Limited Partner at CORNERSTONE 3-18 LP includes (investment-related) Rental Real Estate, started 03/2018, 1 hour per month preparing paperwork and taxes. 2. Partner at FIRST CORNERSTONE REALTY, LLC includes (investment-related) Rental Real Estate, started 03/2018, 1 hour per month preparing paperwork and taxes.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-05-11

S65 Uniform Investment Adviser Law Examination

2021-05-11

View on SEC IAPD

Current Employers

Morling Financial Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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