Inactive

Rafal Gustaw Chochol

True Link Financial Advisors

San Francisco, CA

CRD 7283438

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Employer firm

True Link Financial Advisors CRD 281870

$1.89B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

True Link Financial Advisors

505 Montgomery St. 11Th Floor, San Francisco, CA 94111 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-02-17
IL	RA	APPROVED	2023-02-17

CA RA
APPROVED

Since 2023-02-17
IL RA
APPROVED

Since 2023-02-17

Branch Locations

Chicago, IL • United States

505 Montgomery St. 11Th Floor, San Francisco, CA 94111 • 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

Organization	City	State	From	To
Mainstreet Investment Advisors Llc	Chicago	IL	04/2020	03/2022
Ellwood Associates	Chicago	IL	06/2016	04/2020
Aj Wealth	New York	NY	04/2022	09/2022
Unemployed	Chicago	IL	09/2022	12/2022
True Link Financial	San Francisco	CA	12/2022	Present

04/2020 → 03/2022

Mainstreet Investment Advisors Llc

Chicago, IL
06/2016 → 04/2020

Ellwood Associates

Chicago, IL
04/2022 → 09/2022

Aj Wealth

New York, NY
09/2022 → 12/2022

Unemployed

Chicago, IL
12/2022 → Present

True Link Financial

San Francisco, CA

Previous Registrations

2022-04-12 → 2022-09-08

Aj Wealth

New York, NY

Chicago, IL
2020-12-21 → 2022-03-30

Mainstreet Advisors

Chicago, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-12-21

S65 Uniform Investment Adviser Law Examination

2020-12-21

View on SEC IAPD

More in Chicago, IL

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