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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-18 |
Branch Locations
980 Roosevelt Suite 240, Irvine, CA 92620 • United States
980 Roosevelt #240, Irvine, CA 92620 • United States
2050 Main Street, Suite 500, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Irvine | CA | 12/2020 | 04/2023 |
| Avantax Advisory Services | Irvine | CA | 12/2020 | 04/2023 |
| Chen Cpa Inc. | Irvine | CA | 07/2016 | Present |
| Taida Sports Inc | Monterey Park | CA | 11/2017 | 05/2018 |
| Kl Accounting & Legal Services | Alhambra | CA | 10/2015 | 10/2017 |
| Cpa In Bay Llp | San Jose | CA | 07/2020 | Present |
| Avantax Insurance Agency, Llc | Irvine | CA | 12/2020 | 04/2023 |
| Biz Friend, Inc | Irvine | CA | 05/2019 | Present |
| Pruco Securities Llc | Orange | CA | 04/2023 | 12/2023 |
| The Prudential Insurance Company Of America | Orange | CA | 04/2023 | 12/2023 |
| Equitable Advisors, Llc | New York | NY | 12/2023 | Present |
1.CHEN CPA INCCEO/Accountant/100% Owner - Tax and accounting services - Not investment related - 30 hours per week - July 2016 - 980 Roosevelt #240, Irvine, CA 92620 2.CPA IN BAY LLP - General Partner/90% Ownership Tax Planning consulting service - Not investment related - 2 hours per month - July 2020 - 980 Roosevelt, Suite 240 Irvine, CA 92620 3.BIZ FRIEND INC - CEO 100% Owner - Registered Agent of California Corporation - Help client set up Corporations - Not investment related - 1 hour per week - May 2019 - 980 Roosevelt #240, Irvine, CA 92620 4.Rental Property Owner 5.Chinese American CPA Association - Not investment related - 608 East Valley Blvd., Suite D311, San Gabriel, CA 91776 - Non-Profit Organization - Public seminars - July 2023 - 1 hour per week - Board Member, attend board meetings and help out as volunteer with events for its members. 6. Officer of Chy Foundation, Located at: 98 Roosevelt #240, Irvine CA 92620, Not Investment Related. 7. President/Accountant for CMK Accountancy Corp, accounting firm, Located at: 939 S Atlantic Blvd #217 Monterey Park CA 91754. 8. CFO of Southern California Hunan Association, Located at: 980 Roosevelt #240 Irvine, CA 92620. 9. trustee of personal family trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-09 |
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