CHUCK WONG is an investment adviser representative (IAR) with state registration records since 2005, appearing at 11 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2022-09-06 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2021-12-16 | 2022-09-20 | — |
| CHARLES SCHWAB & CO., INC. | 2021-09-23 | 2022-09-20 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2019-08-07 | 2021-10-20 | — |
| TD AMERITRADE, INC. | 2019-08-07 | 2021-10-20 | — |
| CHARLES SCHWAB & CO., INC. | 2018-03-27 | 2019-08-01 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2016-09-28 | 2018-03-28 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-08-05 | 2016-10-03 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2014-07-01 | 2014-12-31 | — |
| J.P. MORGAN SECURITIES LLC | 2012-10-01 | 2013-12-31 | — |
| CHASE INVESTMENT SERVICES CORP. | 2010-11-30 | 2012-10-01 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2008-10-06 | 2010-10-06 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2005-10-19 | 2007-02-09 | — |