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Transglobal Advisory, LLC CRD 168709
$58.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
185 W Chestnut Ave, Monrovia, CA 91016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transglobal Advisory Llc | Monrovia | CA | 01/2023 | Present |
| Transglobal Insurance Agency, Inc. | Monrovia | CA | 08/2019 | Present |
| Transglobal Retirement Services Inc. | Monrovia | CA | 09/2020 | Present |
| Golden Star Inc. | Monrovia | CA | 09/2020 | Present |
| Transglobal Advisory Llc | Monrovia | CA | 03/2022 | Present |
| Jiangsu Rein Technology Corporation | Los Angeles | CA | 03/2012 | 08/2019 |
1. Golden Star Inc. Non-investment related, Monrovia CA, Mortgage Loan Officer, from 09/2020 2. TransGlobal Retirement Services Inc. Non-investment related, Monrovia CA,Retirement Plan Specialist, from 09/2020 3. Transglobal Insurance Agency, Inc. Non-investment related, Monrovia CA, Insurance Agent, from 08/2019
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