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Pingzhi Wang

Transglobal Advisory, LLC

Monrovia, CA

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Current Employers
Transglobal Advisory, Llc

185 W Chestnut Ave, Monrovia, CA 91016 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-18
  • CA RA
    APPROVED
    Since 2025-11-18

Branch Locations

185 W Chestnut Ave, Monrovia, CA 91016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Rowland Heights CA 10/2015 09/2017
Cheung & Chu Cpa, A Professional Corp West Covina CA 09/2017 04/2019
Transglobal Insurance Agency Monrovia CA 01/2019 Present
Pw Cpa, A Professional Corp Diamond Bar CA 04/2019 Present
Transglobal Advisory, Llc Monrovia CA 10/2025 Present
  • 10/2015 → 09/2017
    Unemployed
    Rowland Heights, CA
  • 09/2017 → 04/2019
    Cheung & Chu Cpa, A Professional Corp
    West Covina, CA
  • 01/2019 → Present
    Transglobal Insurance Agency
    Monrovia, CA
  • 04/2019 → Present
    Pw Cpa, A Professional Corp
    Diamond Bar, CA
  • 10/2025 → Present
    Transglobal Advisory, Llc
    Monrovia, CA
Other Businesses

1. PW CPA, A Professional Corp, CEO, Salary, 20 hours per week 2. Transglobal Insurance Agency, Insurance Agent, commission based, 20 hours per week

Designations

View on SEC IAPD

Other Firms

PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
FORT ROSS CAPITAL MANAGEMENT, LLC
VERITAS FINANCIAL CONSULTING LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GLOBAL RETIREMENT PARTNERS LLC
J.P. MORGAN SECURITIES LLC
O'CONNOR WEALTH MANAGEMENT, INC.

Other Investors

SHAHAB MAKANVAND
Stuart LeRoy Johnson
ANDREY DANILENKO
NIKOLAI CHUVAKHIN
Kevin Amado Cifuentes
JOSHUA DANIEL GARCIA
ARTHUR LIN
DAVID JOHN MEDINA

Other Offices

PFS INVESTMENTS INC. · MONROVIA, CA
CETERA INVESTMENT ADVISERS LLC · MONROVIA, CA
FORT ROSS CAPITAL MANAGEMENT, LLC · MONROVIA, CA
FORT ROSS CAPITAL MANAGEMENT, LLC · Monrovia, CA
VERITAS FINANCIAL CONSULTING LLC · MONROVIA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Monrovia, CA
GLOBAL RETIREMENT PARTNERS LLC · Monrovia, CA
J.P. MORGAN SECURITIES LLC · DUARTE, CA

More in Monrovia, CA

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