Po Ying Chen

Current Employers

Employment History

• 05/2016 → 04/2018
  Transamerica Financial Advisors, Inc
  Brea, CA
• 07/2015 → 04/2018
  World Financial Group, Inc.
  Brea, CA
• 04/2016 → Present
  Bcll Corporation
  Diamond Bar, CA
• 04/2018 → 05/2021
  Transglobal Advisory Llc
  Monrovia, CA
• 05/2018 → 05/2021
  Globalink Securities, Inc
  Pasadena, CA
• 07/2021 → Present
  Independent Financial Group
  Diamond Bar, CA

Previous Registrations

• 2018-04-25 → 2021-07-16
  Transglobal Advisory, Llc
  Monrovia, CA
• 2017-08-09 → 2018-04-11
  Transamerica Financial Advisors, Llc
  Brea, CA

Other Businesses

(1) BCLL CORP. DBA LISA LEE INSURANCE AGENCY POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 30 START DATE: 04/01/2016 ADDRESS: 6777 E Swarthmore Dr., Anaheim CA 92807, United States DESCRIPTION: Sale of life insurance (2) EXCEED LENDING POSITION: Agent/Representative NATURE: Mortgage Lending Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 21660 Copley Dr. #175, Diamond Bar CA 91765, United States DESCRIPTION: Provide mortgage lending services

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-28
• S63 Uniform Securities Agent State Law Examination
  2016-05-17

Designations

Other Names

• Bruce Chen