Joy Zilan Liu

Current Employers

Connective Wealth Partners, Llc

Farmingdale, NY • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-07-29

NC RA
APPROVED

Since 2025-07-29

Branch Locations

Sneads Ferry, NC • United States

Farmingdale, NY • 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

Organization	City	State	From	To
Burns Group	New York	NY	04/2015	03/2017
Freelancer	New York	NY	03/2017	07/2017
The Financial Gym	New York	NY	07/2017	05/2025
Fg Advisory Services, Llc	Briarcliff Manor	NY	02/2024	07/2025
Connective Wealth Partners, Llc	Sneads Ferry	NC	07/2025	Present

04/2015 → 03/2017

Burns Group

New York, NY
03/2017 → 07/2017

Freelancer

New York, NY
07/2017 → 05/2025

The Financial Gym

New York, NY
02/2024 → 07/2025

Fg Advisory Services, Llc

Briarcliff Manor, NY
07/2025 → Present

Connective Wealth Partners, Llc

Sneads Ferry, NC

Previous Registrations

2024-02-01 → 2025-08-19

Fg Advisory Services, Llc.

New York, NY

Sneads Ferry, NC

Other Businesses

1) The Financial Gym; Investment-related; Same address; Doing Business As ("DBA") name for investment advisory activity with Connective Wealth Partners, LLC; Investment Advisor Representative; Start date: 06/2025; Full-time position.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-01-06

S65 Uniform Investment Adviser Law Examination

2024-01-06

View on SEC IAPD