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Yanxiao Li

Focus Partners Wealth, LLC

Menlo Park, CA

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Current Employers
Focus Partners Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-02
  • CA RA
    APPROVED
    Since 2025-07-02

Branch Locations

1550 El Camino Real Suite 100, Menlo Park, CA 94025 • 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
Bordeaux Wealth Advisors Menlo Park CA 06/2022 07/2025
Deloitte Tax Llp San Francisco CA 07/2017 06/2022
University Of Denver Denver CO 06/2012 06/2017
Focus Partners Wealth, Llc St. Louis MO 07/2025 Present
  • 06/2022 → 07/2025
    Bordeaux Wealth Advisors
    Menlo Park, CA
  • 07/2017 → 06/2022
    Deloitte Tax Llp
    San Francisco, CA
  • 06/2012 → 06/2017
    University Of Denver
    Denver, CO
  • 07/2025 → Present
    Focus Partners Wealth, Llc
    St. Louis, MO
Previous Registrations
  • 2022-12-08 → 2025-10-03
    Bordeaux Wealth Advisors
    Menlo Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-08
  • S65 Uniform Investment Adviser Law Examination
    2022-12-08
Designations
Other Names
  • Chloe Li

View on SEC IAPD

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