Wei Li

Current Employers

Employment History

• 11/2017 → Present
  Transamerica Financial Advisors, Inc
  Waltham, MA
• 05/2009 → Present
  World Financial Group, Inc.
  Waltham, MA
• 08/2002 → 06/2021
  Feeney Brothers Excavation Llc
  Dorchester, MA
• 02/2002 → 02/2018
  Wei Li, Cpa
  Winchester, MA
• 02/2020 → Present
  Fpm Llc
  Dorchester, MA
• 01/2018 → Present
  Bilingual Cpa Group Llc (1)
  Woburn, MA
• 01/2017 → Present
  73-75 Summer Street Llc
  Winchester, MA
• 07/2021 → Present
  44-46 Mystic River Road Rental
  Winchester, MA
• 08/2002 → 10/2024
  Artera Services, Llc
  Dorchester, MA
• 01/2018 → Present
  Aiofa Group Llc
  Woburn, MA
• 01/2018 → Present
  Bilingual Cpa Group Llc
  Woburn, MA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC. 73-75 SUMMER STREET LLC POSITION: 50% partner NATURE: Rental Property- Two Family INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/24/2017 ADDRESS: 20 Ware Road, Winchester MA 01890, United States DESCRIPTION: Perform normal landlord responsibilities in managing a rental property. 44-46 MYSTIC RIVER ROAD RENTAL POSITION: Sole Owner of the property NATURE: Rental Proerty INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2021 ADDRESS: 20 Ware Road, Winchester MA 01890, United States DESCRIPTION: Perform all duties and responsibilities of a landlord. FPM LLC POSITION: Chief Financial Officer NATURE: Real Estate Development. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 276 Adams Street, DORCHESTER MA 02122, United States DESCRIPTION: Responsible for managing and reporting on all financial/accounting activities. Bilingual CPA Group LLC (1) POSITION: Partner NATURE: Accounting, Tax & Insurance Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 10 Tower Office Suite 305, Woburn MA 01801, United States DESCRIPTION: I am responsible to build and maintain relationships with clients to provide accounting, tax and insurance services. AIOFA GROUP LLC POSITION: Partner NATURE: Accounting, Tax & Insurance Services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 10 Tower Office Suite 305, Woburn MA 01801, United States DESCRIPTION: I am responsible to build and maintain relationships with clients to provide accounting, tax, fractional CFO and insurance services. BILINGUAL CPA GROUP LLC (2) POSITION: Partner NATURE: Accounting and tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 01/08/2018 ADDRESS: 10 Tower Office Suite 305, Woburn MA 01801, United States DESCRIPTION: I changed the company's name to AIOFA Group LLC as of 07/13/2026. The services stay the same.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-12-29

Other Names

• Rachel W Li