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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-03-25 |
| NY | RA | APPROVED | 2021-03-25 |
Branch Locations
37-20 Prince Street Suite 2A, Flushing, NY 11354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Flushing | NY | 12/2017 | Present |
| World Financial Group, Inc. | Flushing | NY | 02/2014 | Present |
| Diana Yang Cpa Llc | Stamford | CT | 09/2009 | Present |
| Kam Ross Realty Llc | Springdale | CT | 05/2014 | 06/2017 |
| Kelly Williams Prestige Real Estate -Stamford | Ridgeway | CT | 07/2017 | 05/2021 |
| Day Software Systems Inc | Stamford | CT | 10/2003 | Present |
| Anjiameiguo Consulting Llc | Stamford | CT | 01/2014 | Present |
| Dnd Group Llc | Stamford | CT | 04/2013 | Present |
| Hht Llc | Stamford | CT | 11/2015 | 09/2023 |
| Chinese American Heritage Association Inc | Fairfield | CT | 11/2018 | 01/2023 |
| Banglian Realty | East Lyme | CT | 02/2021 | 01/2023 |
| Myday Partners Llc | Stamford | CT | 09/2021 | Present |
| The Stamford Board Of Realtors, Inc | Stamford | CT | 03/2022 | Present |
| Creliable Tax Consulting | Boston | MA | 01/2023 | Present |
| Kelly Williams Prestige Properties Stamford Ct | Stamford | CT | 01/2023 | Present |
| Freedom Path Consulting Inc. | Stamford | CT | 09/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Creliable Tax Consulting | 01/2023 | investment related | Tax Consulting | Boston, MA | consultant ANJIAMEIGUO CONSULTING LLC | 01/2014 | Director | Stamford, CT | investment related The Standford Board of Realtors, LLC| 03/2022 | Stamford, CT | Affiliation Member | investment related | Myday Partners LLC / 0921-Present / Investment Related: No / 209 Shelter Rock Road Stamford, CT 06903 / Managing partner / Rental Property/ Hrs. Work Monthly: 1 / Sec Trading Hrs: 0 / managing the property, filing taxes, keeping the book. DIANA YANG CPA LLC/Investment Related - No/209 SHELTER ROCK ROAD STAMFORD, CT 06903/tax preparation service/CPA practitioner/09.2009/4/0/tax service DAY SOFTWARE SYSTEMS INC/software development- no new activities and development for the past 7 years/owner officer/10.1995/1/0/filing taxes DND GROUP LLC/Investment Related - Yes/209 SHELTER ROCK ROAD STAMFORD, CT 06903/REAL ESTATE PROPERTY OWNER , SELF-MANAGING THE PROPERTY/OWNER/4.2013/1/1/REAL ESTATE PROPERTY OWNER , SELF-MANAGING THE PROPERTY KELLY WILLIAMS PRESTIGE PROPERTIES STAMFORD CT POSITION: referral agent NATURE: Real estate referral INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2023 ADDRESS: 2777 Summer Street, Stamford CT 06905, United States DESCRIPTION: I am not actively doing real estate business anymore. I still have my CT real estate license. Parking my license as referral agent, I can keep my license. I may have old real estate clients would sell their home in the future. Being a referral agent, I can collect some commission. FREEDOM PATH CONSULTING INC. POSITION: CEO owner NATURE: pass through bookkeeping for WFG business INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/05/2024 ADDRESS: 209 Shelter Rock Road, Stamford CT 06903, United States DESCRIPTION: This entity is used for pass through bookkeeping for WFG business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-25 |
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