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BC

Baofeng Chen

UPMARKET SECURITIES LLC
Milpitas, CA 95035
Some features on this profile are disabled
CRD#: 7277438
BC

Professional summary


Baofeng Chen, who also goes by Bowie Chen, is a registered financial professional currently at UPMARKET SECURITIES LLC located in Milpitas, California.

Baofeng is registered as a RR (Registered Representative) and started their career in finance in 2021. Baofeng has worked at 1 firm and has passed the Series 63, Series 82TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bowie Chen

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 Baofeng Chen's CRS (Customer Relationship Summary).
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

May 24, 2021 - Present

UPMARKET SECURITIES LLC

Office #1: 1525 Mccarthy Boulevard, #1000, Milpitas, CA 95035
BD
CRD#: 295634
Milpitas, CA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(4/4/2025)
RR
California
(6/24/2021)
RR
Colorado
(5/24/2021)
RR
Connecticut
(6/24/2021)
RR
District of Columbia
(8/6/2021)
RR
Florida
(4/16/2024)
RR
Georgia
(1/4/2022)
RR
Idaho
(9/9/2025)
RR
Illinois
(6/24/2021)
RR
Maine
(6/24/2021)
RR
Maryland
(5/24/2021)
RR
Massachusetts
(6/24/2021)
RR
Michigan
(1/7/2022)
RR
Montana
(10/27/2025)
RR
Nevada
(6/24/2021)
RR
New Jersey
(1/18/2024)
RR
New York
(6/24/2021)
RR
North Carolina
(6/24/2021)
RR
Ohio
(5/25/2021)
RR
Oregon
(6/24/2021)
RR
Pennsylvania
(6/24/2021)
RR
Puerto Rico
(9/12/2025)
RR
Rhode Island
(9/9/2021)
RR
Tennessee
(3/14/2024)
RR
Texas
(6/24/2021)
RR
Utah
(3/19/2025)
RR
Washington
(6/24/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 6/24/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 5/22/2021
Limited Representative-Private Securities Offerings
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


US
UPMARKET SECURITIES LLC
MEIXIN SECURITIES LLC | UPMARKET SECURITIES LLC | MX SECURITIES LLC

CRD#: 295634 / SEC#: , 8-70120

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


Main Address
1525 Mccarthy Boulevard #1000, Milpitas, CA 95035
Mailing Address
1525 Mccarthy Boulevard #1000, Milpitas, CA 95035
Phone number
+1 (888) 248-7658
Established
Delaware since 08/09/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (37 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
UPMARKET GROUP INC.MEMBER
BRANT, DAVID ROBERTFINOP2718478
DANIELS, ROBERT MCCO, EXECUTIVE REP5437527

Disclosures


Regulatory Event2

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


UPMARKET SECURITIES LLC

CRD#: 295634Milpitas, CA 95035

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