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Bing Lu

Vesta Investment Advisors, LLC

Brookline, MA

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Current Employers
Vesta Investment Advisors, Llc

Brookline, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-04
MD RA APPROVED 2023-11-21
  • MA RA
    APPROVED
    Since 2025-03-04
  • MD RA
    APPROVED
    Since 2023-11-21

Branch Locations

Brookline, MA • 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
Vesta Investment, Inc. Rockville MD 09/2015 03/2017
Vesta Investment Advisors, Llc North Bethesda MD 03/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-16
  • S65 Uniform Investment Adviser Law Examination
    2017-02-16

View on SEC IAPD

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