Vivian Yu Rong Chu

Current Employers

Employment History

• 10/2012 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Fremont, CA
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Fremont, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Fremont, CA

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Fremont, CA
• 2012-10-16 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Fremont, CA
  Fremont, CA
• 2008-10-03 → 2012-10-22
  Woodbury Financial Services, Inc.
  Fremont, CA
  Fremont, CA
  Roseville, CA
  Fremont, CA
• 2004-06-29 → 2008-09-30
  New England Securities
  Campbell, CA
  S. San Francisco, CA
  Fremont, CA

Other Businesses

1) WILLNER & ASSOCIATES. POSITION: Insurance Agent. NATURE: Sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/15/2012 ADDRESS: 39500 Stevenson Place, Suite 202, Fremont CA 94539 DESCRIPTION: Fixed annuities, disability, health, life, employee benefits. 2) WILLNER & ASSOCIATES POSITION: REGISTERED ASSISTANT NATURE: BEING A LICENSED ASSISTANT TO DON WILLNER, WILLNER & ASSOCIATES INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 07/01/2015 ADDRESS: 39500 Stevenson Place, Suite 202, Fremont CA 94539, United States DESCRIPTION: ASSIST CLIENTS WITH OPENING ACCOUNTS, ACCCOUNT RELATED PAPERWORK, TRANSACTIONS AND REVIEW 3) VIVIAN CHU POSITION: Landlord NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2011 ADDRESS: 1223 Deer Road, Fremont CA 94536, United States DESCRIPTION: Collect rent once a month 4) VIVIAN CHU POSITION: Chief Executive Officer NATURE: Sole Proprietorship with dba: Willner and Associates INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2011 ADDRESS: 39500 Stevenson Pl. #202, Fremont CA 94539, United States DESCRIPTION: provide all employee benefits for small group companies provide cost & benefit analysis for business owners provide adm services for 401k, profit sharing, defined benefit plans and documents oversee entire office operations

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-16
• S63 Uniform Securities Agent State Law Examination
  1998-05-01

Other Names

• Vivian Y R Chu