Xuyi Chen is an investment adviser representative (IAR) with state registration records since 2019, appearing at 6 firms. Currently registered with FOCUS ADVISOR SOLUTIONS, LLC, FOCUS PARTNERS WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | 2024-08-16 | present | Yes |
| FOCUS ADVISOR SOLUTIONS, LLC | 2023-02-27 | present | Yes |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 2023-02-27 | 2024-07-01 | — |
| CHARLES SCHWAB & CO., INC. | 2022-01-24 | 2022-12-16 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2019-08-16 | 2022-03-07 | — |
| TD AMERITRADE, INC. | 2019-08-16 | 2022-03-07 | — |