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745 5Th Ave, #500, New York, NY 10151 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-11 |
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
Singapore • Singapore
745 5Th Ave, #500, New York, NY 10151 • United States
3 Church Street 27-02, Singapore 049483 • Singapore
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-14 |
Branch Locations
3 Church Street 27-02, Singapore 049483 • Singapore
Singapore • Singapore
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prairieview Partners | St. Paul | MN | 09/2019 | 06/2022 |
| Chen Planning | New York | NY | 11/2018 | 04/2019 |
| Major Education | Ho Chi Minh | 08/2017 | 07/2018 | |
| Minzhong | Zhangjiajie | 08/2016 | 08/2017 | |
| Golden Gate University | San Francisco | CA | 09/2018 | 01/2020 |
| Avrio Wealth Pte Ltd | Singapore | 07/2022 | Present | |
| Avrio Wealth Llc | New York | NY | 06/2025 | Present |
Dan Weiss is a Financial Planner for Avrio Wealth Pte Ltd, an Investment Advisor Dan Weiss is a Financial Planner for Avrio Wealth LLC, an Investment Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-20 |
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