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New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David T Chew, Cpa | New York | NY | 08/1988 | Present |
Founder and manager of PFS Planning, LLC, an investment advisory firm. Started 02/13/2002. Serve as investment and financial planning adviser to certain clients with substantial investable wealth. Estimated time for this business is 10 hours per month. Business is located at 305 Broadway, 8th floor, New York NY 10007.
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