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Yali Qin

Focus Partners Wealth, LLC

Atlanta, GA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-04-29
  • GA RA
    APPROVED
    Since 2025-04-29

Branch Locations

3535 Piedmont Road Ne Building 14-500, Atlanta, GA 30305 • 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
E*Trade Securities Llc Alpharetta GA 01/2023 08/2024
E*Trade Securities Llc Alpharetta GA 08/2022 01/2023
Bin Long Education Wuhan 11/2015 09/2016
Arizona State University Tempe AZ 08/2020 07/2022
Mee Sum Pastry Seattle WA 05/2019 11/2019
Seattle Central Community College Seattle WA 09/2017 03/2019
None Seattle WA 09/2016 07/2017
None El Segundo CA 11/2019 07/2020
Morgan Stanley Alpharetta GA 09/2023 08/2024
The Colony Group, Llc Boston MA 12/2024 Present
Unemployed Suwanee GA 09/2024 11/2024
  • 01/2023 → 08/2024
    E*Trade Securities Llc
    Alpharetta, GA
  • 08/2022 → 01/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 11/2015 → 09/2016
    Bin Long Education
    Wuhan
  • 08/2020 → 07/2022
    Arizona State University
    Tempe, AZ
  • 05/2019 → 11/2019
    Mee Sum Pastry
    Seattle, WA
  • 09/2017 → 03/2019
    Seattle Central Community College
    Seattle, WA
  • 09/2016 → 07/2017
    None
    Seattle, WA
  • 11/2019 → 07/2020
    None
    El Segundo, CA
  • 09/2023 → 08/2024
    Morgan Stanley
    Alpharetta, GA
  • 12/2024 → Present
    The Colony Group, Llc
    Boston, MA
  • 09/2024 → 11/2024
    Unemployed
    Suwanee, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-26
S63 Uniform Securities Agent State Law Examination 2023-04-19
  • S65 Uniform Investment Adviser Law Examination
    2025-04-26
  • S63 Uniform Securities Agent State Law Examination
    2023-04-19

View on SEC IAPD

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WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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