Wei-Ping Stephen Sun

Current Employers

Employment History

• 01/2008 → Present
  Wfgia
  San Jose, CA
• 01/2012 → Present
  Transamerica Financial Advisors
  San Jose, CA
• 03/2012 → Present
  Matrix Insurance Agency
  Santa Clara, CA
• 08/2012 → Present
  Gateway Llc
  San Jose, CA
• 01/2018 → Present
  Netlaw Agent
  Louisville, KY
• 01/2022 → Present
  Clearwater Benefits, Llc
  Austin, TX

Previous Registrations

• 2010-07-22 → 2012-01-06
  Investment Advisors International, Inc.
  Sunnyvale, CA
  Mountain View, CA

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 03/2012PRESENTMATRIX INSURANCE AGENCYSANTA CLARACaliforniaUnited StatesNoNONE Clearwater Benefits, LLC / 0122-Present / Investment Related: No / 4301 W. William Cannon, Suite B150, Box #421 Austin, TX 78749 / None / Health Insurance / Hrs. Work Monthly: 4 / Sec Trading Hrs: 1 / Health Insurance Referral GATEWAY LLC, 7136 GOLDEN GATE DRIVE SAN JOSE CA 95129, START DATE 09-2012, INVESTMENT RELATED, REALTOR AND OWNER, ACTING AS REAL ESTATE BROKER. BUY AND SELL REAL ESTATE PROPERTY, 8 HRS/WEEK Netlaw agent / 0118-present / INVESTMENT RELATED: NO /12910 Shelbyville Road, Suite 124 Louisville, KY 40243 / Agent /On-line estate planning software / hrs work monthly: 5 / Sec trading hrs: 1 / Referral

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-08
• S63 Uniform Securities Agent State Law Examination
  2008-09-12