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LT

Lijun Tan

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CRD#: 3278717
LT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lijun Tan, who also goes by Li Jun Tan, Wilson Tan, was a registered financial professional .

Lijun is a previously registered financial professional and started their career in finance in 1999. Lijun had worked at 6 firms and has passed the Series 63, SIE, Series 3, Series 55, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Li Jun Tan | Wilson Tan

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 25, 2005 - December 5, 2014

GLENDALE SECURITIES, INC.

BD
CRD#: 123649
NEW YORK, NY
Past

April 25, 2002 - May 17, 2005

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

June 28, 2001 - April 9, 2002

GLOBAL ACCESS FINANCIAL SERVICES

BD
CRD#: 30998
LAKE SUCCESS, NY
Past

March 6, 2001 - June 15, 2001

WHITE PACIFIC SECURITIES, INC.

BD
CRD#: 42505
SAN FRANCISCO, CA
Past

November 9, 1999 - March 9, 2001

MARKETREND SECURITIES, LTD.

BD
CRD#: 34423
NEW YORK, NY
Past

September 8, 1999 - March 29, 2001

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/18/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/16/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GS
GLENDALE SECURITIES, INC.
GLENDALE SECURITIES, INC.

CRD#: 123649 / SEC#: , 8-65604

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
15233 Ventura Blvd., Suite 712, Sherman Oaks, CA 91403
Mailing Address
15233 Ventura Blvd., Suite 712, Sherman Oaks, CA 91403
Phone number
(818) 907-1505
Established
California since 08/19/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BARBER, RICHARD WRIGHTSHAREHOLDER1298800
CASTILLO, GEORGE ALBERTOPRESIDENT, PRINCIPAL1936486
FLESCHE, PAUL ERICFINOP, CCO, PRINCIPAL, ROSFP, CFO, POO, PFO3277904
ABADIN, JOSE MIGUELSHAREHOLDER1273345
ROWE, CHRISTOPHER MICHAELAML COMPLIANCE OFFICER5562884
SHEN, QIUFANGSHAREHOLDER3158926

Disclosures


Regulatory Event6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GLENDALE SECURITIES, INC.

CRD#: 123649

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