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Laura Li-Wen Chen

Sapient Private Wealth Management, LLC

Eugene, OR

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Current Employers
Sapient Private Wealth Management, Llc

101 East Broadway Suite 480, Eugene, OR 97401 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-04-29
  • OR RA
    APPROVED
    Since 2024-04-29

Branch Locations

101 East Broadway Suite 480, Eugene, OR 97401 • 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
Sapient Private Wealth Management Eugene OR 06/2023 Present
Dynamo Software Watertown MA 08/2021 06/2023
University Of Oregon Foundation Eugene OR 12/2002 06/2021
  • 06/2023 → Present
    Sapient Private Wealth Management
    Eugene, OR
  • 08/2021 → 06/2023
    Dynamo Software
    Watertown, MA
  • 12/2002 → 06/2021
    University Of Oregon Foundation
    Eugene, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-29
  • S65 Uniform Investment Adviser Law Examination
    2024-04-29

View on SEC IAPD

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