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Tim Chiung Chen

Anchor Wealth Management, LLC

Irvine, CA

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Current Employers
Anchor Wealth Management, Llc

9891 Irvine Center Drive Suite 170, Irvine, CA 92618-4319 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2017-08-14
CA RA APPROVED 2017-03-31
TX RA APPROVED 2017-03-31
  • AZ RA
    APPROVED
    Since 2017-08-14
  • CA RA
    APPROVED
    Since 2017-03-31
  • TX RA
    APPROVED
    Since 2017-03-31

Branch Locations

9891 Irvine Center Drive Suite 170, Irvine, CA 92618-4319 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Long Beach CA 05/2005 04/2017
Anchor Wealth Management, Llc Irvine CA 03/2017 Present
Ms Howells & Co Scottsdale AZ 05/2017 03/2022
Previous Registrations
Other Businesses

INSURANCE AGENT; VARIABLE TIME ALLOCATE;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-17
  • S66 Uniform Combined State Law Examination
    2004-02-17

View on SEC IAPD

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VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
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