# CHI MAK

CHI MAK is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with TD PRIVATE CLIENT WEALTH LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TD PRIVATE CLIENT WEALTH LLC](https://search.stillhousedata.com/firm/164484) | 2023-06-28 | present | Yes |
| [OSAIC INSTITUTIONS, INC.](https://search.stillhousedata.com/firm/35371) | 2018-10-05 | 2023-06-23 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2016-09-01 | 2018-10-12 | — |
| [OSAIC INSTITUTIONS, INC.](https://search.stillhousedata.com/firm/35371) | 2016-07-01 | 2016-08-15 | — |
| [ESSEX NATIONAL SECURITIES, LLC](https://search.stillhousedata.com/firm/25454) | 2010-04-26 | 2016-07-01 | — |
| [ESSEX NATIONAL SECURITIES, LLC](https://search.stillhousedata.com/firm/25454) | 2009-04-13 | 2010-04-26 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2007-11-21 | 2009-03-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5045071)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5045071.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.