Iverson Qiu

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-12-19

MA RA
APPROVED

Since 2025-12-19

Branch Locations

99 S Bedford Street Ste 235, Burlington, MA 01803 • 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
Lpl Financial	Burlington	MA	07/2024	Present
Wellington Management	Boston	MA	06/2023	01/2024
Northeastern University	Boston	MA	07/2021	05/2025
Cosby High School	Midlothian	VA	09/2017	06/2021
Swift Creek Middle School	Midlothian	VA	09/2014	08/2017

07/2024 → Present

Lpl Financial

Burlington, MA
06/2023 → 01/2024

Wellington Management

Boston, MA
07/2021 → 05/2025

Northeastern University

Boston, MA
09/2017 → 06/2021

Cosby High School

Midlothian, VA
09/2014 → 08/2017

Swift Creek Middle School

Midlothian, VA

Other Businesses

1.06/06/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Helmsman Financial Strategies; Investment Related; at Reported Business Location(s); Start Date 05/05/2025; 160hrs/mth; 6.5hrs during trading 2.08/07/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Pence Financial Group; Investment Related; at Reported Business Location(s); Start Date 06/01/2026; 42hrs/mth; 42hrs during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-10

S66 Uniform Combined State Law Examination

2025-12-10

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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