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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-16 |
Branch Locations
17800 Castleton Street Suite 600, City Of Industry, CA 91748 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | City Of Industry | CA | 01/2006 | Present |
| Famous Garden, Inc | Rosemead | CA | 09/2010 | Present |
| Transamerica Financial Advisors, Inc | City Of Industry | CA | 01/2012 | Present |
| Jing Wu, Independent Facilitator | West Covina | CA | 06/2026 | Present |
| Jing Wu Rental Property | Oxnard | CA | 08/2019 | Present |
| Jing Wu, Independent Facilitator | West Covina | CA | 09/2022 | Present |
| Ihss Provider | West Covina | CA | 12/2022 | Present |
| Chinese Parents Association For The Disabled | San Gabriel | CA | 04/2023 | Present |
| Franklin Foundation | Duarte | CA | 05/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Jing Wu Rental Property; Investment Related,yes; 3223 N Ventura Rd. Oxnard, CA 93036; Real Estate Rental Property, 08/2019; 4 monthly hours; hours during securities trading 0; Contat rental agency regarding property rental, tenant search and maintenance issues, collect rents, book keeping and tax filing Famous Garden, Inc./0910-Present/Investment Related: No/8808 Mission Drive Suite 101 Rosemead, CA 91770/Landscape Architect/Planning and Landscape Design studio/Hrs. Work: 120 Sec Trading: 6 / Landscape design work and CAD production. Project management, Contracts and billings JING WU, INDEPENDENT FACILITATOR POSITION: Independent Facilitator NATURE: Advocate for disabilities INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2022 ADDRESS: 1609 Cambridge Ct, West Covina CA 91791, United States DESCRIPTION: "Independent facilitator" means a person, selected and directed by the participant, who is not otherwise providing services to the participant pursuant to their IPP and is not employed by a person providing services to the participant. The independent facilitator may assist the participant in making informed decisions about the individual budget, and in locating, accessing, and coordinating services and supports consistent with the participant's IPP. The independent facilitator is available to assist in identifying immediate and long-term needs, developing options to meet those needs, leading, participating, or advocating on behalf of the participant in the person-centered planning process and development of the IPP, and obtaining identified services and supports. The cost of the independent facilitator, if any, shall be paid by the participant out of the participant's individual budget. An independent facilitator shall receive training in the principles of self-determination, the person-centered planning process, and the other responsibilities described in this paragraph at the independent facilitator's own cost. 4685.8(c)(2) https://www.dds.ca.gov/initiatives/sdp/independent-facilitators/ IHSS PROVIDER POSITION: Jing Wu, IHSS Provider NATURE: In home support services for disabled family and others INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2022 ADDRESS: 1609 Cambridge Ct, West Covina CA 91791, United States DESCRIPTION: I will be the primary IHSS care taker of my ASD son,helping him with his daily self help activities, taking him to doctor and therapy appointments, cooking. CHINESE PARENTS ASSOCIATION FOR THE DISABLED POSITION: Board member NATURE: 501(c)(3) Non profit organization for the disability community INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2023 ADDRESS: P.O. Box 2884, San Gabriel CA 91778-2884, United States DESCRIPTION: 1. Will be attending board meeting once a month via zoom and discuss anything related to CPAD. 2. Facilitate and organize trainings, events, classes and activities using government grants and donation funding. FRANKLIN FOUNDATION \ POSITION: Parents' executive committee member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 \ ADDRESS: 2345 California Ave, Duarte CA 91010\ DESCRIPTION: 1. Event hosting. 2. Autism Resources JING WU, INDEPENDENT FACILITATOR POSITION: Independent Facilitator NATURE: Advocate for disabilities INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2026 ADDRESS: 1609 Cambridge Ct, West Covina CA 91791, United States DESCRIPTION: "Independent facilitator"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-06 |
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