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185 W Chestnut Ave, Monrovia, CA 91016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Solon | OH | 01/2015 | 09/2018 |
| Homemaker | Ontario | CA | 10/2018 | 12/2021 |
| World Financial Group, Inc. | Rancho Cucamonga | CA | 01/2022 | 03/2022 |
| Transamerica Financial Advisors, Inc | Rancho Cucamonga | CA | 03/2022 | 10/2023 |
| Transpacific Financial | Ontario | CA | 10/2023 | Present |
| Globalink Securities Inc | Pasadena | CA | 01/2024 | 01/2025 |
| Transglobal Advisory Llc | Monrovia | CA | 06/2026 | Present |
1. Transpacific Financial, Monrovia, CA, Fixed Insurance Agent from 10/06/2023, 40 hours per month, commission based. Not securities related. 2. Self-Employed, Ontario, CA, (Enrolled Agent) income tax preparation and accounting related works from 02/01/2024, 80 hours per month, fee based. Not securities related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-27 |
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