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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-09 |
Branch Locations
14748 Pipeline Ave Suite F, Chino Hills, CA 91709-5825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co. | La Jolla | CA | 08/2016 | 10/2016 |
| American United Life | Newport Beach | CA | 10/2016 | 01/2018 |
| Oneamerica Securities | Newport Beach | CA | 10/2016 | 03/2018 |
| Globalink Securities, Inc | Pasadena | CA | 03/2018 | 05/2025 |
| Transglobal Advisory, Llc | Monrovia | CA | 03/2018 | 05/2025 |
| Edward Jones | St. Louis | MO | 05/2025 | Present |
| Transglobal Insurance Agency, Inc | Monrovia | CA | 01/2018 | 05/2025 |
Overflow financial management Inc. Type of business: Life Insurance Chino, CA Start date: 2/12/2019 CEO Hours per week: 0 Hours during trading: 0 Desc: My business insurance license is associated with this company. Before coming to Edward Jones, I was using this company doing my Life insurance and Annuity's business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-09 |
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