Wen Shi

Current Employers

Employment History

• 12/2021 → Present
  Transamerica Financial Advisors, Inc
  Parsippany, NJ
• 06/2012 → Present
  World Financial Group, Inc.
  Parsippany, NJ
• 02/1998 → 12/2020
  Bristol-Myers Squibb
  Princeton, NJ
• 11/2017 → Present
  Wen Shi'S Personal Rental Property
  Cumming, GA
• 03/2018 → Present
  Wen Shi'S Personal Rental Property
  Dawsonville, GA
• 12/2020 → Present
  Wen Shi'S Personal Rental Property
  Kissimmee, FL
• 08/2022 → 01/2023
  Advise Insurance Agency, Llc
  Bloomington, IN
• 10/2022 → Present
  Martin Insurance Group
  Cranbury, NJ

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. WEN SHI'S PERSONAL RENTAL PROPERTY/Investment Related - No/5740 Rialto Way, Cumming, GA 30040/This is a personal rental property/property owner/11.2017/0/0/owner WEN SHI'S PERSONAL RENTAL PROPERTY/Investment Related - Yes/184 Angela Lane, Dawsonville, GA 30534/This is a personal rental property managed by a nonaffiliated property management firm/owner/03.2018/0/0/owner WEN SHI'S PERSONAL RENTAL PROPERTY/Investment Related - Yes/1194 South Beach Circle, Kissimmee, FL 34746/a personal rental property managed by a nonaffiliated property management firm/owner/12.2020/0/0/property owner MARTIN INSURANCE GROUP POSITION: Health Insurance Agent NATURE: Health Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/31/2022 ADDRESS: 259 Prospect Plains Road, Bldg F - Suite 110, Cranbury NJ 08512, United States DESCRIPTION: I would like to expand my business to include Health Insurance. As Nov. 1 is the annual enrollment for health insurance, I would like to get appointments.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-03
• S63 Uniform Securities Agent State Law Examination
  2022-01-24