Lina Kuang-Chan

Current Employers

Employment History

• 01/2017 → 06/2026
  Transamerica Financial Advisors, Inc
  Flushing, NY
• 09/2015 → 06/2026
  Wfgia
  Flushing, NY
• 08/2016 → 06/2024
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 02/2017 → 03/2023
  Elite Solutions Of Long Island Llc
  Great Neck, NY
• 04/2018 → Present
  International Medical Group (Img) Insurance
  Santa Clara, CA
• 08/2023 → Present
  Chafeo Boston Common Inc.
  Boston, MA
• 05/2025 → Present
  Xuper Lending Llc.
  Queens, NY
• 07/2025 → 12/2025
  Interstate Home Loan Center Inc.
  Melville, NY
• 01/2026 → Present
  East Coast Capital Corp.
  Melville, NY
• 07/2026 → Present
  Summit Global Investments, Llc
  Bountiful, UT

Previous Registrations

• 2018-06-13 → 2026-06-22
  Transamerica Financial Advisors, Llc
  Flushing, NY

Other Businesses

Lina Kuang-Chan - Agent - Non-Variable Insurance - Investment Related - Staten Island, NY INTERNATIONAL MEDICAL GROUP (IMG)INSURANCE/ INVESTMENT RELATED/HEALTH INSURANCE AGENT/4.2.2018/2350 MISSION COLLEGE BLVD, SUITE 1140, SANTA CLARA, CA 95054/HEALTH INSURANCE FOR INTERNATIONAL VISITORS./HOURS.MONTH:4/HOURS DURING SECURITIES TRADING HOURS: 1 CHAFEO BOSTON COMMON INC. POSITION: shareholder NATURE: run a cafe INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/07/2023 ADDRESS: 54 Winter Place, Boston MA 02108, United States DESCRIPTION: I am one of the shareholders of the company which is used for running a cafe. I am responsible for managing the cafe store with other shareholders. XUPER LENDING LLC. POSITION: Account Executive NATURE: Lending Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 3 START DATE: 05/09/2025 ADDRESS: 37-12 PRINCE STREET, 2A, QUEENS NY 11355, United States DESCRIPTION: Offer consulting & other Services, including but not limited? Business development including client recruitment? Commercial loan document collections, and handle communication with processors andclients EAST COAST CAPITAL CORP. POSITION: Mortgage Loan Originator NATURE: Mortgage INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2026 ADDRESS: 2 Corporate Center Dr, Suite 110, Melville NY 11747, United States DESCRIPTION: Daily activities include speaking with clients to assess financial needs, collecting and reviewing income and credit documents, and recommending appropriate loan programs. And prepare and submit loan applications, coordinate with processors, underwriters, and real estate agents, and follow up to keep files moving toward closing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-13
• S63 Uniform Securities Agent State Law Examination
  2017-02-01

Other Names

• Lina Kuang