Ya Meng

Current Employers

Employment History

• 04/2005 → Present
  Wfgia
  Columbia, MD
• 11/2006 → Present
  Benefitmall
  Balitmore, MD
• 01/2012 → Present
  Transamerica Financial Advisors, Llc
  Columbia, MD
• 03/2012 → Present
  Group Benefit Services, Inc.
  Rockville, MD
• 11/2012 → Present
  Heartland Institute Of Financial Education
  Aurora, CO
• 12/2013 → 08/2024
  Channel Clear Llc
  Columbia, MD
• 09/2011 → 10/2021
  Rental House
  Ellicott City, MD
• 04/2013 → Present
  Octisys Llc
  Glenelg, MD
• 01/2019 → Present
  Kaiser Permanente
  Columbia, MD
• 08/2020 → Present
  United Health Care
  Minneapolis, MN
• 04/2013 → Present
  Octisys Llc
  Glenelg, MD
• 04/2013 → Present
  Octisys Llc
  Glenelg, MD

Previous Registrations

• 2010-03-17 → 2012-01-06
  Investment Advisors International, Inc.
  Columbia, MD

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc HEARTLAND INSTITUTE OF FINANCIAL EDUCATION, 2851 SOUTH PARKER ROAD, STE 100, AURORA, CO, 80014, NON-INVESTMENT RELATED, COLLEGE CONSULTANT, 40 HOURS PER MONTH OCTISYS, LLC; 04/30/2013; NOT INV RELATED; CO-OWNER; 14930 MICHELE DR, GLENELG, MD 21737; PROVIDE SOFTWARE DEVELOPMENT SERVICES, INFORMATION TECHNOLOGY MANAGEMENT, SOLUTION SERVICES AND OTHER CONSULTING SERVICES; 5 HRS/MO; 0 TRADING; I AM THE CO-OWNER OF THE COMPANY, IT IS NOT IN OPERATION YET; MY HUSBAND WILL TAKE IN CHARGE FOR THE COMPANY OPERATION. KAISER PERMANETE/NO/8850 STANDFORD BLVD. SUITE 2500 COLUMBIA, MD 21045/HEALTH INSURANCE SALES/HEALTH INSURANCE AGENT/01-01-2019/10/5/DURING HEALTH INSURANCE OPEN ENROLLMENT PERIOD HELP CLIENT TO CHOOSE HEALTH INSURANCE PLAN. United Health Care /0820-Present / 0820-Present / Investment Related: No / 5901 Lincoln Dr. Minneapolis, MN 55436/Agent / Group Health Insurance/ Hrs Work Monthly: 4 / Sec Trading Hrs: 0 / provide one more group health insurance plan option only when clients need. I do not plan to get involved too much on the activity. The monthly commitment time should be less than 4 hours. BENEFITMALL / 1106-Present / Investment Related: No /BALITMORE, MD / BROKER- GENT / NA / Hrs. Work Monthly: 0/ Sec Trading Hrs.: 0 /NA GROUP BENEFIT SERVICES, INC. / 0312-Present / Investment Related: No /Address / INDEPENDENT AGENT / NA/ Hrs. Work Monthly: 0 / Sec Trading Hrs.: 0/ NA OCTISYS LLC POSITION: CO-OWNER NATURE: Pass-through for accounting purpose INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2013 ADDRESS: 14930 Michele Dr, GLENELG MD 21737, United States DESCRIPTION: It's Pass-through enetity for acounting purpose to manage my business income from WFG.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-20
• S63 Uniform Securities Agent State Law Examination
  2005-09-02