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RIA / WealthAdvisorCertified Financial Planner18 years in industry

LINDY CHAN

Advisor at VIBRANCE WEALTH MANAGEMENT LLC

CUPERTINO, CA

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Search this name across graphsid dfx:ria:17672076-7b7b-9e03-a4bf-461b5cf359e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 16, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VIBRANCE WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 15, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 15, 2008
First registration: May 16, 2008
Dual registered: no
Other names: LINDY CHAN|YUEN LIN CHAN
IAPD individual key: 5494291

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VIBRANCE WEALTH MANAGEMENT LLC	State registered	Sep 3, 2026	n/a	yes	CUPERTINO, CA	Current employment
CENTRIC ADVISORS, LLC	Independent wealth	Jan 17, 2020	Aug 26, 2026	no	CYPRESS, TX\|Mountain View, CA\|Cupertino, CA	Previous registration
SIERRA PACIFIC PRIVATE WEALTH, LLC	Independent wealth	Sep 19, 2018	Feb 28, 2020	no	Mountain View, CA\|PLEASANTON, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 18, 2013	Sep 7, 2018	no	PALO ALTO, CA\|PALO ALTO, CA\|FREMONT, CA\|PALO ALTO, CA\|SAN MATEO, CA	Previous registration
HSBC SECURITIES (USA) INC.	Bd affiliated wealth	Jan 28, 2010	Jun 26, 2013	no	MOUNTAIN VIEW, CA\|DALY CITY, CA\|CUPERTINO, CA\|SAN MATEO, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 16, 2008	Feb 11, 2009	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CENTRIC ADVISORS, LLC	VIBRANCE WEALTH MANAGEMENT LLC	Aug 26, 2026	Sep 3, 2026	8	Firm change	RIA to state RIA
SIERRA PACIFIC PRIVATE WEALTH, LLC	CENTRIC ADVISORS, LLC	Feb 28, 2020	Jan 17, 2020	-42	Firm change after gap	RIA to RIA
WELLS FARGO ADVISORS	SIERRA PACIFIC PRIVATE WEALTH, LLC	Sep 7, 2018	Sep 19, 2018	12	Firm change	Wirehouse to RIA
HSBC SECURITIES (USA) INC.	WELLS FARGO ADVISORS	Jun 26, 2013	Jun 18, 2013	-8	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	HSBC SECURITIES (USA) INC.	Feb 11, 2009	Jan 28, 2010	351	Firm change	Other

Relationships

Registered with (6)

→ VIBRANCE WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Sep 3, 2026 to presentfactForm ADV
→ CENTRIC ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 17, 2020 to Aug 26, 2026factForm ADV
→ SIERRA PACIFIC PRIVATE WEALTH, LLCRegistered adviserregistration: previous registration
Sep 19, 2018 to Feb 28, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 18, 2013 to Sep 7, 2018factForm ADV
→ HSBC SECURITIES (USA) INC.Registered adviserregistration: previous registration
Jan 28, 2010 to Jun 26, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 16, 2008 to Feb 11, 2009factForm ADV

Dated events

Occurred
Aug 26, 2026
Advisor changed firm
Lindy Chan left Centric Advisors, Llc for Vibrance Wealth Management Llc (registered 2026-09-03)
Form ADVobserved 5 days ago