Shuning Li

Current Employers

Employment History

• 12/2018 → 09/2022
  Transamerica Financial Advisors, Inc
  Lake Mary, GA
• 11/2016 → 09/2022
  World Financial Group, Inc.
  Lake Mary, FL
• 10/2015 → 10/2016
  Beijing Guowei Healthcare Investment Co Ltd
  Ithaca
• 09/2016 → 09/2019
  Panusino Consulting Llc
  Marietta, GA
• 10/2022 → Present
  Globalink Secuities, Inc
  Pasadena, CA
• 10/2022 → Present
  Transglobal Insurance Agency, Inc.
  Gainesville, FL
• 02/2022 → Present
  Transglobal Advisory Llc
  Duluth, GA
• 09/2019 → 09/2022
  Transamerica Financial Advisors
  Lake Mary, GA

Previous Registrations

• 2019-09-23 → 2022-09-22
  Transamerica Financial Advisors, Llc
  Duluth, GA
  Lake Mary, FL

Other Businesses

1. Transglobal Insurance Agency, Inc., Gainesville, FL, & Marietta, GA, Fixed Insurance Agent from 10/03/2022, 180 hours per month, commission based. 2. Registered Representative; Globalink Securities, Inc.; Investment related: Yes; Location:3452 EAST FOOTHILL BOULEVARD SUITE 1040, PASADENA, CA 91107 UNITED STATES ; Description of the business: Broker-dealer firm; Business Started: 10/12/2022; During trading hours: 30; Expected total yearly compensation derived from the business: 30% 3. Wintory Wealth, LLC; owner and manager ; investment related: No; 2204 Lasalle Dr Marietta GA 30062 United States; Duties: owns and manages the company ; 2023-06-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 150; Percentage of total yearly compensation expected to be derived from the business: 50;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-26
• S63 Uniform Securities Agent State Law Examination
  2018-11-30