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Xiaoxi Chen

Advyzon Investment Management, LLC

Lisle, IL

Lisle, IL

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Current Employers
Advyzon Investment Management, Llc

4300 Commerce Court Suite 260, Lisle, IL 60532 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-06
  • IL RA
    APPROVED
    Since 2026-05-06

Branch Locations

4300 Commerce Court Suite 260, Lisle, IL 60532 • United States

4300 Commerce Court Suite 260, Lisle, IL 60532 • 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
Transglobal Advisory Llc Naperville IL 03/2023 01/2026
Transglobal Advisory, Llc Naperville IL 10/2022 12/2024
Unemployed Naperville IL 04/2020 10/2022
Inplusa.cOm Chicago IL 10/2013 03/2020
Shang Teng Capital Management Co Shanghai 05/2019 09/2019
Win Share Asset Shanghai 06/2018 09/2018
Transglobal Advisory Llc Naperville IL 12/2024 01/2026
Advyzon Investment Management, Llc Lisle IL 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-10
  • S65 Uniform Investment Adviser Law Examination
    2023-03-10
Designations

View on SEC IAPD

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