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185 W Chestnut Ave, Monrovia, CA 91016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-18 |
| CA | RA | APPROVED | 2023-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transglobal Insurance Agency, Inc. | Newton | MA | 08/2018 | Present |
| Boston Biotechnology | Wayland | MA | 05/2018 | 08/2018 |
| Bentley University | Waltham | MA | 08/2016 | 05/2018 |
| Globalink Securities Inc | Pasadena | CA | 08/2019 | 12/2022 |
| Transglobal Advisory, Llc | Monrovia | CA | 05/2021 | 12/2022 |
| Globalink Securities, Inc. | Pasadena | CA | 07/2023 | Present |
| Transglobal Advisory, Llc | Monrovia | CA | 07/2023 | Present |
1. Transglobal Insurance Agency, Inc., Newton, Ma, Regional Vice President from 08/30/2018, general fixed life insurance agency operation, 160 hours per month, salary base. 2. Globalink Securities Inc. Pasadena, CA Financial Consultant, from 07/06/2023, series 7 licensed representative, 20 hours per month, commission based, securities related 3. TransGlobal Advisory LLC, Monrovia, CA, Investment Advisor Representative, from 07/06/2023, investment advisory, 20 hours per month, fee-based, securities related. 4. Globalink Securities, Inc, Registered Representative.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-09 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-06 |
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