GL
Grace Lau
CRD 2766928
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Bfsg, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Palm Academy Inc | TREASURER | — | 06/30/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Bfsg, Llc
Co President · Less than 5% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗