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185 W Chestnut Ave, Monrovia, CA 91016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-03-07 |
Branch Locations
185 W Chestnut Ave, Monrovia, CA 91016 • United States
Canton, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Glenview | IL | 03/2018 | 01/2020 |
| World Financial Group, Inc. | Glenview | IL | 01/2017 | 01/2020 |
| Ford Motor Company | Canton | MI | 05/2011 | Present |
| Globalink Securities, Inc | Pasadena | CA | 02/2020 | Present |
| Transglobal Insurance Agency, Inc. | Monrovia | CA | 02/2020 | Present |
| Transglobal Advisory, Llc | Monrovia | CA | 03/2022 | Present |
| Pan's Financial, Inc. | Canton | MI | 03/2020 | 01/2023 |
| Jack Schroeder And Associates (Jsa), Llc | Canton | MI | 07/2020 | Present |
| Rick Young Insurance | Canton | MI | 08/2020 | Present |
1. FORD MOTOR COMPANY/Investment Related - No/2101 Village Rd, Dearborn, MI 48187, USA; Tel: 313-573-4259/Automotive/Engineer/5.2011/160/0/Research and Development, salary based. Not securities related. 2. Transglobal Insurance Agency, Inc, Monrovia, CA 91016, Fixed Insurance Producer from 02/2020, sell fixed insurance products, 40 hours per each month, commission based. Not securities related. 3. Transglobal Advisor, LLC, Monrovia, CA 91016, Investment Advisor Representative from 03/2022, sell fee-based investment products, 5 hours per month, fee-based structure payout. Securities related business. 4. Jack Schroeder and Associates (JSA), LLC, Canton, MI, Health Insurance Agent from 07/28/2020, 5 hours per month, commission based. Not securities related. 5. Rick Young Insurance, Canton, MI, Health Insurance Agent from 08/27/2020, 20 hours per month, commission based. Not securities related. 6. Globalink Securities, Inc, Registered Representative. 7. Agent; Pan's Financial Inc; Investment Related No; 45719 Hanford Rd Canton MI 48187; This is an agency who sells fixed indexed annuities, fixed life insurance, and health insurance.; Sells fixed indexed annuities, fixed life insurance, and health insurance.; 2024-03-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 10;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-03 |
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