Chin Po

Current Employers

Employment History

• 03/1989 → Present
  Lam & Po, Cpa
  Arlington, TX
• 07/1995 → 09/2025
  Avantax Investment Services, Inc.
  Arlington, TX
• 01/2005 → 09/2025
  Avantax Advisory Services
  Arlington, TX
• 08/2012 → Present
  Residential Rental Property 102 Burgess
  Austin, TX
• 10/2018 → Present
  Residential Rental Property -125 Acamar
  Irvine, CA
• 02/2020 → Present
  Paxel Consulting Llc
  Arlington, TX
• 09/2025 → 07/2026
  Cetera Wealth Services, Llc
  Arlington, TX
• 09/2025 → 07/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2026 → Present
  Lpl Financial, Llc
  Arlington, TX
• 07/2026 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2025-09-05 → 2026-07-24
  Cetera Investment Advisers Llc
  Plano, TX
• 2005-01-10 → 2025-09-05
  Avantax Advisory Services
  Arlington, TX
  Dallas, TX
  Plano, TX

Other Businesses

1. 07/2026 – Chin and Phoebe Po Holding, LLC– Business Entity For Tax/Investment Purposes Only– Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Dallas TX 75229 – OBA Start Date:01/01/2026 2. 07/2026 – Paxel Consulting LLC – Tax Prep/Accounting/CPA – Inv Related – 160 Hour(s)/Month – 5 Hour(s) During Trading –Arlington TX 76006 – OBA Start Date: 01/01/1989 3. 07/2026 – Paxel Financial Consulting – DBA for LPL Business (entity for LPL business) – Inv Related – 160 Hour(s)/Month – 5 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 7/16/2026 4. 07/2026 – Lam, Po & Xu CPA's– Business Owner – Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Arlington TX 76006 – OBA Start Date: 06/01/1989 5. 07/2026 – Tontin LP – Business Entity For Tax/Investment Purposes Only – Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Arlington TX 76006 – OBA Start Date: 01/01/2007 6. 07/2026 – Residential Rental Property - 102 Burgess– Real Estate Rental – Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Irvine CA 92618 – OBA Start Date: 08/15/2012 7. 07/2026 – Residential Rental Property - 125 Acamar – Real Estate Rental– Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Irvine CA 92618 – OBA Start Date: 10/01/2018 8. 07/2026 – Chin Po – Real Estate Rental - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Arlington TX 76006 – OBA Start Date: 11/01/1992 9. 07/2026 – Independence 190 LLC – Business Entity For Tax/Investment Purposes Only – Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Plano TX 75075 – OBA Start Date: 10/08/2018 10. 07/2026 – Chin Po– Non-Variable Insurance– Inv Related – 10 Hour(s)/Month – 2 Hour(s) During Trading – Arlington TX 76006 – OBA Start Date: 06/01/1999

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-02
• S63 Uniform Securities Agent State Law Examination
  1995-11-01