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Xi Yao

Globalink Wealth Management, LLC

Pasadena, CA

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Current Employers
Globalink Wealth Management, Llc

3452 East Foothill Blvd. Suite 1040, Pasadena, CA 91107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-27
  • CA RA
    APPROVED
    Since 2025-01-27

Branch Locations

3452 East Foothill Blvd. Suite 1040, Pasadena, CA 91107 • 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
Transpacific Financial, Inc. Monrovia CA 03/2020 Present
Globalink Securities, Inc. Pasadena CA 11/2021 Present
Home Maker Beijing 02/2016 02/2019
Home Maker Irvine CA 02/2019 03/2020
Globalink Wealth Management, Llc Pasadena CA 01/2025 Present
  • 03/2020 → Present
    Transpacific Financial, Inc.
    Monrovia, CA
  • 11/2021 → Present
    Globalink Securities, Inc.
    Pasadena, CA
  • 02/2016 → 02/2019
    Home Maker
    Beijing
  • 02/2019 → 03/2020
    Home Maker
    Irvine, CA
  • 01/2025 → Present
    Globalink Wealth Management, Llc
    Pasadena, CA
Other Businesses

Transpacific Financial, Inc., Irvine, California, Fixed Life Insurance Agent from 03/31/2020, 80 hours per month, commission based. Fixed Life Insurance Product Producer.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-18
S63 Uniform Securities Agent State Law Examination 2021-10-22
  • S65 Uniform Investment Adviser Law Examination
    2023-04-18
  • S63 Uniform Securities Agent State Law Examination
    2021-10-22

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
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