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Guo Wei Liu

Stone Steps Financial, LLC

Alhambra, CA

Encinitas, CA

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Current Employers
Stone Steps Financial, Llc

533 Second Street, Suite 207, Encinitas, CA 92024 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-28
  • CA RA
    APPROVED
    Since 2026-05-28

Branch Locations

Alhambra, CA • United States

533 Second Street, Suite 207, Encinitas, CA 92024 • 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
Stone Steps Financial Encinitas CA 02/2022 Present
Unemployed Alhambra CA 05/2021 01/2022
Cornerstone Ondemand, Inc. Santa Monica CA 02/2011 04/2021
  • 02/2022 → Present
    Stone Steps Financial
    Encinitas, CA
  • 05/2021 → 01/2022
    Unemployed
    Alhambra, CA
  • 02/2011 → 04/2021
    Cornerstone Ondemand, Inc.
    Santa Monica, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-20
  • S65 Uniform Investment Adviser Law Examination
    2022-06-20
Designations
Other Names
  • Wilson Liu

View on SEC IAPD

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