Dan Liu

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-08
NJ	RA	APPROVED	2025-02-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Nylife Securities Llc	Flushing	NY	04/2024	11/2024
New York Life Insurance Company	Flushiing	NY	07/2023	11/2024
New York Life Securities Llc	Flushing	NY	07/2023	11/2024
Homemaker	Princeton	NJ	07/2019	07/2023
Population And Development Research Center Of Jiangsu Province	Nanjing		08/2010	08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Plainsboro	NJ	11/2024	Present
Jiangsu Family Planning Science & Technology Research Institute	Nanjing		09/2018	06/2019
National Alliance On Mental Illness, New Jersey	North Brunswick	NJ	10/2019	06/2023
Bank Of America, N.A	Plainsboro	NJ	01/2025	Present

04/2024 → 11/2024

Nylife Securities Llc

Flushing, NY
07/2023 → 11/2024

New York Life Insurance Company

Flushiing, NY
07/2023 → 11/2024

New York Life Securities Llc

Flushing, NY
07/2019 → 07/2023

Homemaker

Princeton, NJ
08/2010 → 08/2018

Population And Development Research Center Of Jiangsu Province

Nanjing
11/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Plainsboro, NJ
09/2018 → 06/2019

Jiangsu Family Planning Science & Technology Research Institute

Nanjing
10/2019 → 06/2023

National Alliance On Mental Illness, New Jersey

North Brunswick, NJ
01/2025 → Present

Bank Of America, N.A

Plainsboro, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-01
S63	Uniform Securities Agent State Law Examination	2024-05-31

Other Firms