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Globalink Wealth Management, LLC CRD 323294
$12.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3452 East Foothill Blvd. Suite 1040, Pasadena, CA 91107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-08 |
Branch Locations
3452 East Foothill Blvd. Suite 1040, Pasadena, CA 91107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Globalink Securities, Inc. | Pasadena | CA | 11/2013 | Present |
| Transglobal Advisory, Llc | Monrovia | CA | 09/2014 | 01/2021 |
| Transglobal Advisory, Llc | Monrovia | CA | 06/2022 | 06/2022 |
| Globalink Wealth Management, Llc | Pasadena | CA | 04/2024 | Present |
1. Job Title: Licensed Insurance Agent with Transpacific Financial Services. Location: Irvine, CA Starting Date:09/2002 Hours: 20 Hours per Months Income: Commission based. Securities Related: No 2. Globalink Wealth Management, LLC, Pasadena, CA, Registered Investment Representative from 04/08/2024, 5 hours per month, fee-based structure. Securities related business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-28 |
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