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Timothy K Chan

Wespac Advisors, LLC

Orinda, CA

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Current Employers
Wespac Advisors, Llc

4 Orinda Way Suite 100-B, Orinda, CA 94563 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-26
  • CA RA
    APPROVED
    Since 2026-01-26

Branch Locations

4 Orinda Way Suite 100-B, Orinda, CA 94563 • 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
OrganizationCityStateFromTo
Wespac Orinda CA 06/2006 Present
  • 06/2006 → Present
    Wespac
    Orinda, CA
Previous Registrations
  • 2007-06-29 → 2008-10-21
    Wespac Advisors, Llc
    Oakland, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-27
  • S65 Uniform Investment Adviser Law Examination
    2007-06-27

View on SEC IAPD

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Other Offices

MCDONALD CAPITAL INVESTORS INC · ORINDA, CA
PENSERRA CAPITAL MANAGEMENT LLC · ORINDA, CA
ENERGY INNOVATION CAPITAL MANAGEMENT, LLC · ORINDA, CA
CROSSPOINT CAPITAL MANAGEMENT · ORINDA, CA
PENSERRA GLOBAL INVESTORS LLC · ORINDA, CA
PENSERRA WEALTH MANAGEMENT · ORINDA, CA
MB INMAN INVESTMENT ADVISORS, LLC · ORINDA, CA
WESPAC ADVISORS, LLC · ORINDA, CA

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