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XC

Xiang Chen

ATLAS TECHNOLOGY GROUP LLC
Plano, TX 75024
Some features on this profile are disabled
CRD#: 6311008
XC

Professional summary

Xiang Chen is a registered financial professional currently at ATLAS TECHNOLOGY GROUP LLC located in Plano, Texas.

Xiang is registered as a RR (Registered Representative) and started their career in finance in 2019. Xiang has worked at 1 firm and has passed the SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Xiang Chen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 1, 2019 - Present

ATLAS TECHNOLOGY GROUP LLC

Office #1: 7250 Dallas Pkwy Suite 400, Plano, TX 75024Office #2: 1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025
BD
CRD#: 152828
Plano, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 1/3/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 12/29/2018
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AT
ATLAS TECHNOLOGY GROUP LLC
ATLAS TECHNOLOGY GROUP LLC

CRD#: 152828 / SEC#: , 8-68480

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025
Mailing Address
1300 El Camino Real Suite 100, #47, Menlo Park, CA 94025
Phone number
(415) 795-8800
Established
California since 11/24/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
TROUSSET, TONY MICHAELMANAGING MEMBER / CEO/ CCO2460709
RUSSELL, SARAH DETLINGPFO6727189

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ATLAS TECHNOLOGY GROUP LLC

CRD#: 152828Plano, TX 75024

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