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185 W Chestnut Ave, Monrovia, CA 91016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-03 |
| CA | RA | APPROVED | 2025-11-17 |
Branch Locations
185 W Chestnut Ave, Monrovia, CA 91016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | King Of Prussia | PA | 09/2006 | 03/2018 |
| Wgs | King Of Prussia | PA | 03/2007 | 03/2018 |
| Transamerica Financial Advisors, Inc | King Of Prussia | PA | 01/2012 | 03/2018 |
| East Penn Financial Consulting, Llc | King Of Prussia | PA | 10/2017 | Present |
| Transpacific Financial | King Of Prussia | CA | 10/2017 | Present |
| Globalink Securities, Inc | Pasadena | CA | 11/2019 | Present |
| Transglobal Advisory, Llc | Monrovia | CA | 10/2025 | Present |
1. East Penn Financial Consulting, LLC, King of Prussia, President from 10/01/2017. 80 hours per month, commission based. Fixed insurance product producer. 2. Transpacific Financial, King of Prussia, Independent Fixed Insurance Agent from 10/01/2017, 20 hours per month, commission based. Sell fixed life insurance products. 3. Jerrywealthtalks, LLC, Newton, MA, President from 12/20/2023, engaging in education and consulting for fixed insurance products, making educational video clip for consultation and general financial planning information, 20 hours per month, commission based. Not securities related. 4. TransGlobal Advisory, LLC, Monrovia, CA, Registered Investment Adviser from 11/17/2025, 16 hours per month, commission based. Securities related business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-05-02 |
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