Margaret Chan

Current Employers

Employment History

• 11/2009 → Present
  Pacific Cfo & Business Solutions, Inc.
  Los Gatos, CA
• 05/2002 → 12/2016
  Foothill Securities, Inc.
  Los Gatos, CA
• 01/2013 → 07/2017
  Chiang & Youngberg Llp
  San Jose, CA
• 12/2016 → 06/2024
  Securities America, Inc.
  Los Gatos, CA
• 12/2016 → 06/2024
  Securities America Advisors, Inc.
  Los Gatos, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Los Gatos, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Los Gatos, CA
• 12/2014 → Present
  Vasona Cpa & Associates
  Los Gatos, CA

Previous Registrations

• 2016-12-08 → 2024-06-14
  Securities America Advisors, Inc.
  Los Gatos, CA
• 2003-04-16 → 2016-12-08
  Foothill Securities, Inc.
  Santa Cruz, CA
  Los Gatos, CA
  Los Gatos, CA
  Los Gatos, CA
  Los Gatos, CA
  Santa Clara, CA
  Los Gatos, CA
  Santa Clara, CA

Other Businesses

***VASONA CPA & ASSOCIATES POSITION: CPA NATURE: Accounting and Tax Practice INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2007 ADDRESS: 16615 Lark Ave. Suite 202, Los Gatos CA 95032, United States DESCRIPTION: accounting, tax planning, tax consulting and tax preparation ***PACIFIC RIM CFO & BUSINESS SOLTUIONS, INC POSITION: Consultant NATURE: Accounting Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2009 ADDRESS: 16615 Lark Ave. #202, Los Gatos CA 95032, United States DESCRIPTION: Accounting Consulting ***AMERICAN INDEPENDENT MARKETING POSITION: agent/producer NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/07/2018 ADDRESS: 511 W A St, Yakima WA 98902, United States DESCRIPTION: Long Term Care Insurance

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-11

Designations

Other Names

• Margaret Kim Hing Tsui
• Margaret Kim Hing Chan