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1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-21 |
Branch Locations
1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Logic Wealth Management Llc | Pasadena | CA | 01/2023 | Present |
| Sophis Real Estate Inc | Pasadena | CA | 08/2013 | Present |
| Languageline Solutions | Monterey | CA | 09/2017 | 12/2022 |
Rex Chan is also a licensed Life Accident and Health Agent CA license # 0F46111 and Property and Casualty Broker CA license # 0F46111. Rex might provide insurance product advice or recommendations. The client is under no obligation to act upon the recommendations of the Advisor. These services do not take up any time during Rex's work week. Rex Chan is also a licensed Real Estate Broker with Sophis Real Estate, Inc., a Real Estate Brokerage. Sophis offers real estate-related services and is compensated through commissions and fees. These services take up about 20% of Rex's work week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-27 |
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