WINSTON CHEN is an investment adviser representative (IAR) with state registration records since 2008, appearing at 3 firms. Currently registered with WESTLAKE WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WESTLAKE WEALTH MANAGEMENT LLC | 2020-07-20 | present | Yes |
| WESTLAKE WEALTH MANAGEMENT, LLC | 2010-11-04 | 2015-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-02-12 | 2009-02-11 | — |