Winifred Shih Sun

Current Employers

Employment History

• 03/2011 → Present
  Lpl Financial, Llc
  Irvine, CA
• 01/2013 → Present
  Sun Group Wealth Partners, Llc
  Irvine, CA

Previous Registrations

• 2011-03-18 → 2013-04-18
  Stratos Wealth Partners, Ltd
  Irvine, CA
  Santa Ana, CA
• 2010-06-16 → 2011-03-23
  Morgan Stanley
  Irvine, CA
• 2000-08-01 → 2010-06-16
  Citigroup Global Markets Inc.
  New York, NY
  Irvine, CA
  Irvine, CA

Other Businesses

1.3/18/2011: Sun Group Wealth Partners - InvestRel - AtReptBusLoc(s) - Non-Variable Insurance DBA. 2.11/20/2012: Crump - InvestRel - InvestRel - AtReptBusLoc(s) - Non-Variable Insurance - TimeSpent10%. 3.3/19/2013: Campaign for Next Generation Employees - InvestRel - AtReptBusLoc(s) - DBA for LPL Business (entity for LPL business). 4.5/7/2013: Sun Group Wealth Partners - InvestRel - AtReptBusLoc(s) - Registered Investment Advisor - TimeSpent20%. 5.8/21/2015: Other-Author - InvestRel - AtReptBusLoc(s) - Started 1/1/2014 - 30Hours/Month;0HoursDuringSecuritiesTrading - Write articles for Forbes.com; OC Mom, OC Register, etc. 6. 8/21/2015: Renegade Millionnaire with Winnie Sun - NotInvestRel - Firm Office in Irvine or TuneIn Radio Studio at Venice Beach, CA - Other-Radio - Started 01/01/2015 - 20Hours/Month;0HoursDuringSecuritiesTrading 7.4/25/2016: Other-Author - InvestRel - AtReptBusLoc(s) - Started 04/7/2016 - 10Hours/Month;0HoursDuringSecuritiesTrading - Writing articles for Turbo Tax. 8.11/4/2016: A1 Broadcast - InvestRel - Atlanta, George or New York - Satellite Media - Started 11/01/2016 - 6Hours/MonthDuringSecuritiesTrading. 9.11/8/2016: BGA Insurance - InvestRel - AtReptBusLoc(s) - Non-Variable Insurance - Started 10/6/2016 - 20Hours/Month;10HoursDuringSecuritiesTrading. 10.11/17/2016: Other-Tweetchat - NotInvestRel - Via Computer - Start 1/5/2017 - 1 Hour Per Month During Securities Trading. 11.9/11/2017: www.smartypig.com - InvestRel - AtReptBusLoc(s) & Home Based - Other-Author - Started 8/31/2017 - 20Hours/Month;0HoursDuringSecuritiesTrading - Writing articles. 12.5/1/2018: Other-Author - InvestRel - Home Based & AtReptBusLoc(s) - Started 4/16/2018 - 20Hours/Month;0HoursDuringSecuritiesTrading - Author - IBD. 13.8/8/2018: Saving Pie - InvestRel - AtReptBusLoc(s) - DBA for LPL Business (entity for LPL business) - Started 7/26/2018 - 40Hours/Month;10HoursDuringSecuritiesTrading. 14.2/11/2019: Freelance Social Media Influencer Marketing - NotInvestRel - AtReptBusLoc(s) -Started 1/1/2019 - 30Hours/Month;10HoursDuringSecuritiesTrading 15.4/15/2019: Bionic Beginnings LLC - NotInvestRel - AtReptBusLoc(s) - Other-Business Owner - Co-Owner/General Manager - Started 2/13/2019 - 10Hours/Month;0HoursDuringSecuritiesTrading. 16.11/21/2019: Level Up with Winnie Sun - InvestRel - AtReptBusLoc(s) - Other-TV Show - Executive Producer - Started 11/1/2019 - 20Hours/Month;0HoursDuringSecuritiesTrading 17.11/25/2019: 401(K) Rollover Conference - InvestRel - AtReptBusLoc(s) - Other-seminar - Started 11/1/2019 - 20Hours/Month;0HoursDuringSecuritiesTrading 18.6/4/2020: Modern Mom - NotInvestRel - Home Based & AtReptBusLoc(s) - Other-Editor - Started 5/22/2020 - 20Hours/Month;5HoursDuringSecuritiesTrading 19.9/29/2020: Modern Mom - NotInvestRel - Home Based & AtReptBusLoc(s) - Outside/W-2 Employment - Host - Start Date: 9/1/2020 - 20 Hrs/Month/0 Hours During Trading. 20. 02/23/2022 - THE YES FACTOR podcast on LinkedIn - Not Investment Related - Location: Online - Outside/W-2 Employment - Start Date - 01/21/2022 - 20 Hours Per Month/0 Hours During Securities Trading. 21. 11/09/2023- Momenta, LLC- Other- Rep's Business- CEO- Not Inv Rel- At Reported Business Loc(s)- Start 10/27/2023- 40 hrs a mth/0 hrs during trading 22.08/16/2024- MyTeleWealth / MyTeleWealth.com- DBA for LPL Business (entity for LPL business)- INV REL- At Rep Bus Loc(s) - Started 08/14/2024- 0hrs per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-31
• S63 Uniform Securities Agent State Law Examination
  1999-10-22

Other Names

• Winnie Shih Sun
• Winifred Shihs Sun