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Vanessa Wenqi Pan

LPl Enterprise, LLC

San Jose, CA

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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-14
  • CA RA
    APPROVED
    Since 2024-11-14

Branch Locations

1731 Technology Dr Suite 600, San Jose, CA 95110 • 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
Transamerica Financial Advisors, Inc Alviso CA 03/2024 07/2024
World Financial Group, Inc. Alviso CA 03/2024 08/2024
Fusion Academy San Mateo CA 03/2024 07/2024
Encore Volleyball Redwood City CA 12/2023 Present
Tiger Sugar Champaign IL 08/2023 12/2023
Unemployed San Mateo CA 05/2023 08/2023
Barnard College New York NY 08/2022 05/2023
Zuckerman Institute New York NY 06/2022 08/2022
Unemployed New York NY 08/2021 06/2022
Encore Volleyball Redwood City CA 01/2021 08/2021
Avellino Labs Menlo Park CA 05/2020 01/2021
Unemployed New York NY 08/2019 05/2020
Peninsula Jewish Community Center Foster City CA 06/2019 08/2019
Bay Club Redwood Shores Redwood City CA 05/2018 08/2019
Dog Haus Belmont CA 07/2018 08/2018
Student San Mateo CA 01/2014 07/2018
Baize Life Science And Biotechnology Llc San Mateo CA 05/2024 Present
Conventus Holdings Corp. San Francisco CA 06/2024 Present
Pruco Securities, Llc. San Jose CA 08/2024 11/2024
Notre Dame High School Belmont Belmont CA 08/2024 Present
The Prudential Insurance Company Of America San Jose CA 11/2024 Present
Lpl Enterprise, Llc San Jose CA 11/2024 Present
  • 03/2024 → 07/2024
    Transamerica Financial Advisors, Inc
    Alviso, CA
  • 03/2024 → 08/2024
    World Financial Group, Inc.
    Alviso, CA
  • 03/2024 → 07/2024
    Fusion Academy
    San Mateo, CA
  • 12/2023 → Present
    Encore Volleyball
    Redwood City, CA
  • 08/2023 → 12/2023
    Tiger Sugar
    Champaign, IL
  • 05/2023 → 08/2023
    Unemployed
    San Mateo, CA
  • 08/2022 → 05/2023
    Barnard College
    New York, NY
  • 06/2022 → 08/2022
    Zuckerman Institute
    New York, NY
  • 08/2021 → 06/2022
    Unemployed
    New York, NY
  • 01/2021 → 08/2021
    Encore Volleyball
    Redwood City, CA
  • 05/2020 → 01/2021
    Avellino Labs
    Menlo Park, CA
  • 08/2019 → 05/2020
    Unemployed
    New York, NY
  • 06/2019 → 08/2019
    Peninsula Jewish Community Center
    Foster City, CA
  • 05/2018 → 08/2019
    Bay Club Redwood Shores
    Redwood City, CA
  • 07/2018 → 08/2018
    Dog Haus
    Belmont, CA
  • 01/2014 → 07/2018
    Student
    San Mateo, CA
  • 05/2024 → Present
    Baize Life Science And Biotechnology Llc
    San Mateo, CA
  • 06/2024 → Present
    Conventus Holdings Corp.
    San Francisco, CA
  • 08/2024 → 11/2024
    San Jose, CA
  • 08/2024 → Present
    Notre Dame High School Belmont
    Belmont, CA
  • 11/2024 → Present
    The Prudential Insurance Company Of America
    San Jose, CA
  • 11/2024 → Present
    San Jose, CA
Previous Registrations
Other Businesses

1. 06/23/2025 - Encore Volleyball Club - Coach/ Sports/ Fitness - Redwood City, CA - NOT INV REL - Start Date 12/18/2023 - 40hrs/mth 2. 09/09/2025- Baize Life Science Biotechnology LLC-Member-Business Owner-Inv related-At San Mateo, CA-Start date 07/23/2024-0hrs/mth-0hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-14
S63 Uniform Securities Agent State Law Examination 2024-02-15
  • S66 Uniform Combined State Law Examination
    2024-10-14
  • S63 Uniform Securities Agent State Law Examination
    2024-02-15
Other Names
  • Wenqi Pan
  • Vanessa Pan

View on SEC IAPD

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