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RIA / WealthAdvisor30 years in industry

EDWARD XIAOSHENG SO

Advisor at GOLDEN STATE ADVISORS, LLC

SAN MATEO, CA

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Search this name across graphsid dfx:ria:4ac0b967-384b-3a71-0b45-00d853673a28

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 5, 1999 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: GOLDEN STATE ADVISORS, 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: Oct 2, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 2, 1995
First registration: Nov 5, 1999
Dual registered: no
Other names: EDWARD X SO
IAPD individual key: 2651065

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
GOLDEN STATE ADVISORS, LLC	State registered	Aug 6, 2008	n/a	yes	SAN MATEO, CA	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 28, 2008	Dec 12, 2008	no	MILLBRAE, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jul 22, 2002	Mar 31, 2008	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Nov 5, 1999	Jul 26, 2002	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	GOLDEN STATE ADVISORS, LLC	Dec 12, 2008	Aug 6, 2008	-128	Firm change after gap	Other
WELLS FARGO INVESTMENTS, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Mar 31, 2008	Mar 28, 2008	-3	Firm change	Other
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO INVESTMENTS, LLC	Jul 26, 2002	Jul 22, 2002	-4	Firm change	Other

Relationships

Registered with (4)

→ GOLDEN STATE ADVISORS, LLCRegistered adviserregistration: current employment
Aug 6, 2008 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 28, 2008 to Dec 12, 2008factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jul 22, 2002 to Mar 31, 2008factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Nov 5, 1999 to Jul 26, 2002factForm ADV

Dated events

No dated event names this entity yet.