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1111 Broadway Suite 300, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veris Wealth Partners, Llc | San Francisco | CA | 07/2020 | Present |
| Richard L. Chen Pllc | New York | NY | 04/2019 | Present |
| Marketcounsel, Llc | Englewood | NJ | 07/2015 | 03/2019 |
Richard L. Chen PLLC, not investment-related, 909 3rd Av. #8236, New York, NY 10150, law firm practice, President, start date 4/1/2019, ~130 hours/mo., ~80 hours/mo. during securities trading hours, duties: practice law.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-11 |
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