Guangzhi Zhai

Current Employers

Employment History

• 08/2011 → 11/2017
  Transamerica Financial Advisors, Inc
  Malvern, PA
• 11/2009 → 11/2017
  World Financial Group, Inc.
  Malvern, PA
• 08/2012 → Present
  Evergreen Tax And Accounting Llc
  Las Vegas, NV
• 12/2014 → 07/2017
  Parent Parent Llp
  Wallingford, CT
• 11/2017 → Present
  Massmutual Life Insurance Comapny
  Las Vegas, NV
• 01/2018 → Present
  Mml Investors Services, Llc
  Las Vegas, NV

Other Businesses

1)NAME: EVERGREEN TAX AND ACCOUNTING LLC INV REL: Y ADDR: 4537 DENARO DRIVE, LAS VEGAS, NV 89135 NATURE: CPA/TAX PREPARATION POSITION: OWNER START: 2/1/2014 NO HR/MO: 40 NO HR/MO DUR TRADING: 20. DESCRIBE DUTIES: TAX PREPARATION/ TAX FILING AND SERVE AS A FACILITATOR/REFERROR TO HELP ALIGN PROFESSIONAL RELATIONSHIPS FOR CLIENTS, PROVIDING PROFESSIONAL CONSULTING SERVICES FOR CLIENTS 2)NAME: GUANGZHI ZHAI INV REL: Y ADDR: 4537 DENARO DRIVE, LAS VEGAS, NV 89135 NATURE: OUTSIDE INSURANCE POSITION: AGENT START: 6/11/2018 NO HR/MO: 10 NO HR/MO DUR TRADING: 5. DESCRIBE DUTIES: LIFE INSURANCE, LONG-TERM CARE, FIXED ANNUITIES, HEALTH 3)NAME: GUANGZHI ZHAI INV REL: Y ADDR: 4537 DENARO DRIVE, LAS VEGAS, NV 89135 NATURE: SIMPLE RENTAL PROPERTY POSITION: OWNER START: 06/10/2026 NO HR/MO: 2 NO HR/MO DUR TRADING: 0 DESCRIBE DUTIES: COLLECT RENTAL INCOME AND RECEIVE CALLS FOR ANY NECESSARY PROPERTY MAINTENANCE

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-14
• S63 Uniform Securities Agent State Law Examination
  2012-10-09

Designations

Other Names

• Julia Luo