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Lu Yu

Familywealth Asset Management

Lake Mary, FL

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Current Employers
Familywealth Asset Management

255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-04-23
  • TX RA
    APPROVED
    Since 2018-04-23

Branch Locations

255 Primera Blvd Suite 160, Lake Mary, FL 32746 • 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
Familywealth Asset Management, Llc Dallas TX 04/2018 Present
Workplace Solutions, Inc. Dallas TX 10/2013 Present
  • 04/2018 → Present
    Familywealth Asset Management, Llc
    Dallas, TX
  • 10/2013 → Present
    Workplace Solutions, Inc.
    Dallas, TX
Other Businesses

10/2013- WORKPLACE SOLUTIONS LLC; STAFF ACCOUNTANT- DALLAS, TX; NOT INVESTMENT-RELATED; 100 PER MONTH; ACCOUNTING FOR FIRM

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-23
  • S65 Uniform Investment Adviser Law Examination
    2018-04-23
Other Names
  • Richelle Yu

View on SEC IAPD

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Other Investors

JEFFREY JOSEPH HOVERMALE
RICHARD ALLEN HUMPHREYS
JOHN DUSTIN RIGGS
GEOFFREY DEAN VOORHEES
WILBERT ERNEST OAKLEY
CHRISTOPHER BRIAN HAYSLEY
MARISA ANNE BRADBURY
Natalie Kristen Samuels

Other Offices

ROBO ADVISOR, INC. · LAKE MARY, FL
BLUESTAR WEALTH MANAGEMENT · LAKE MARY, FL
FAMILYWEALTH · LAKE MARY, FL
HAYSLEY FINANCIAL SERVICES, INC. · LAKE MARY, FL
SIGMA INVESTMENT COUNSELORS · LAKE MARY, FL
JACKSON WEALTH MANAGEMENT, LLC · LAKE MARY, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Mary, FL
NEWPORT GROUP CONSULTING, LLC · LAKE MARY, FL

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