Best Investors Account Sign in
Inactive

Devon M Chan

Bmo Family Office, LLC

Newport Beach, CA

Claim This Profile
Current Employers
Bmo Family Office, Llc

320 South Canal Street Floor 12, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-29
  • CA RA
    APPROVED
    Since 2025-09-29

Branch Locations

4400 Macarthur Blvd Suite 400, Newport Beach, CA 92660 • 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
Union Bank Irvine CA 01/2015 05/2023
Us Bank Irvine CA 05/2023 11/2024
Bank Of Montreal Newport Beach CA 12/2024 Present
Bmo Family Office Llc Newport Beach CA 07/2025 Present
  • 01/2015 → 05/2023
    Union Bank
    Irvine, CA
  • 05/2023 → 11/2024
    Us Bank
    Irvine, CA
  • 12/2024 → Present
    Bank Of Montreal
    Newport Beach, CA
  • 07/2025 → Present
    Bmo Family Office Llc
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-29
  • S65 Uniform Investment Adviser Law Examination
    2025-09-29

View on SEC IAPD

More in Newport Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor