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Current Employers
Transglobal Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2023-09-28
PA RA APPROVED 2023-09-28
NV RA APPROVED 2023-06-12
NY RA APPROVED 2023-02-08
MA RA APPROVED 2020-09-24
WA RA APPROVED 2019-03-21
TX RA APPROVED 2018-05-11
NJ RA APPROVED 2017-10-11
CA RA APPROVED 2014-09-12
  • HI RA
    APPROVED
    Since 2023-09-28
  • PA RA
    APPROVED
    Since 2023-09-28
  • NV RA
    APPROVED
    Since 2023-06-12
  • NY RA
    APPROVED
    Since 2023-02-08
  • MA RA
    APPROVED
    Since 2020-09-24
  • WA RA
    APPROVED
    Since 2019-03-21
  • TX RA
    APPROVED
    Since 2018-05-11
  • NJ RA
    APPROVED
    Since 2017-10-11
  • CA RA
    APPROVED
    Since 2014-09-12

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
Globalink Securities, Inc Monrovia CA 09/2008 Present
Transglobal Advisory, Llc Monrovia CA 05/2013 Present
Transglobal Insurance Agency, Inc. Monrovia CA 07/2000 Present
Grand Resource Financial, Llc Monrovia CA 02/2014 Present
Investors Trust Assurance Monrovia CA 12/2014 Present
Trans Sino, Llc Monrovia CA 01/2015 Present
Mcb Capital, Inc. Monrovia CA 05/2007 12/2019
Golden Star Inc., Dba Transglobal Lending Monrovia CA 12/2015 Present
Transglobal Retirement Services Inc Las Vegas NV 04/2021 Present
Transglobal Payroll Services Inc.; Las Vegas NV 09/2022 Present
Transglobal Private Lending Inc Las Vegas NV 05/2022 Present
Transglobal Tax Services Llc Monrovia CA 07/2020 Present
Transglobal Education Group Las Vegas NV 12/2021 Present
  • 09/2008 → Present
    Globalink Securities, Inc
    Monrovia, CA
  • 05/2013 → Present
    Monrovia, CA
  • 07/2000 → Present
    Transglobal Insurance Agency, Inc.
    Monrovia, CA
  • 02/2014 → Present
    Grand Resource Financial, Llc
    Monrovia, CA
  • 12/2014 → Present
    Investors Trust Assurance
    Monrovia, CA
  • 01/2015 → Present
    Trans Sino, Llc
    Monrovia, CA
  • 05/2007 → 12/2019
    Mcb Capital, Inc.
    Monrovia, CA
  • 12/2015 → Present
    Golden Star Inc., Dba Transglobal Lending
    Monrovia, CA
  • 04/2021 → Present
    Transglobal Retirement Services Inc
    Las Vegas, NV
  • 09/2022 → Present
    Transglobal Payroll Services Inc.;
    Las Vegas, NV
  • 05/2022 → Present
    Transglobal Private Lending Inc
    Las Vegas, NV
  • 07/2020 → Present
    Transglobal Tax Services Llc
    Monrovia, CA
  • 12/2021 → Present
    Transglobal Education Group
    Las Vegas, NV
Previous Registrations
  • 2005-06-29 → 2007-12-31
    Transamerica Financial Advisors, Inc.
    Alhambra, CA
Other Businesses

1). Transglobal Insurance Agency, Inc.. NON-INVESTMENT RELATED. ADDRESS:185 W. Chestnut Ave., Monrovia, CA 91016. NATURE OF BUSINESS: FIXED INSURANCE AGENCY, WHOLESALING VARIOUS INSURANCE COMPANIES AND RECRUITING INSURANCE AGENTS. TITLE AND POSITION: PRESIDENT, CEO STARTING BUSINESS DATE: 07/2000 HOURS: 30 HOURS PER WEEK, SALARY. 2). GRAND RESOURCES FINANCIAL SINCE 02/2014, MANAGER, 1 HOUR PER WEEK, SALE FIXED LIFE INSURANCE, COMMISSION BASE. 3). TRANSGLOBAL ADVISORY, LLC., PRESIDENT / CEO, MONROVIA, CA, FROM 05/2013, COMMISSION BASE, OVERSEAS OPERATION OF RIA ACTIVITIES. 4). INVESTORS TRUST ASSURANCE, INTRODUCER FROM 12/2014, MONROVIA, CA., 1 HOUR PER WEEK, COMMISSION BASE, CONDUCT OFFSHORE FIXED ANNUITY BUSINESS. 5). TRANS SINO, LLC. MANGER FROM 01/2015,MONROVIA, CA., 1 HOUR PER WEEK, COMMISSION BASE, CONDUCT FIXED LIFE INSURANCE BUSINESS, NOT SECURITIES RELATED. 6). Golden star Inc., DBA TransGlobal Lending, Manager from 01/2016, Monrovia, CA, 20 Hours per Month, Commission based. 7.) Globalink Securities, Inc, Registered Representative. 8. Name of outside business: Transglobal Retirement Services Inc.; Is the business investment related: No; Location of the business: 6085 W Twain Avenue. Suite 101, Las Vegas NV 89103 USA; Description of the business: Retirement Services; Position Title: President; Responsibilities Duties: 1. Set up business model 2. Assign dedicated manager to operate the business 3. Routinely meet with dedicated manger; Start date with business: 2021-04-19; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; 9. Name of outside business: Transglobal Private Lending Inc Is the business investment related: No; Location of the business: 6085 W Twain Avenue. Suite 101 Las Vegas NV 89103 USA; Description of the business: Payroll Services; Position Title: President; Responsibilities Duties: 1. Set up business model 2. Assign dedicated manager to operate the business 3. Routinely meet with dedicated manger; Start date with business: 2022-05; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; 10. Name of outside business: Transglobal Payroll Services Inc.; Is the business investment related: No; Location of the business: 6085 W Twain Avenue. Suite 101 Las Vegas NV 89103 USA; Description of the business: Payroll Services; Position Title: President; Responsibilities Duties: 1. Set up business model 2. Assign dedicated manager to operate the business 3. Routinely meet with dedicated manger; Start date with business: 2022-09-06; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; 11. Name of outside business: Transglobal Tax Services LLC; Is the business investment related: No; Location of the business: 185 W Chestnut Ave Monrovia CA 91016 USA; Description of the business: Provide tax compliance and consultation services to the public.; Position Title: Manager; Responsibilities Duties: 1. Set up business model 2. Assign dedicated manager to operate the business 3. Routinely meet with dedicated manger; Start date with business: 2020-07-10; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; 12. Name of outside business: Transglobal Education Group; Is the business investment related: No; Location of the business: 6085 W Twain Avenue. Suite 101, Las Vegas NV 89103 USA; Description of the business: Provide varied online classes to age 7-18 children. ; Position Title: President; Responsibilities Duties: 1. Set up business model 2. Assign dedicated manager to operate the business 3. Routinely meet with dedicated manger; Start date with business: 2021-12-02; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-03-15
  • S63 Uniform Securities Agent State Law Examination
    1995-03-15
Designations

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