Julie H Sun

Current Employers

Employment History

• 01/2018 → Present
  Transamerica Financial Advisors, Inc
  Bellevue, WA
• 12/2014 → Present
  Wfgia
  Bellevue, WA
• 09/2013 → 11/2017
  Chinese American Citizens Alliance
  Seattle, WA
• 07/2020 → Present
  Rental Property Owns By Ming-Ting Sun And Julie H. Sun
  Kirkland, WA
• 01/2017 → Present
  Wealthwave
  Bellevue, WA
• 07/2020 → Present
  Cjm Sunny Realty Llc
  Kirkland, WA
• 01/1985 → Present
  Julie H. Sun, Cpa
  Mercer Island, WA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Wealthwave | Marketing | investment related | Bellevue, WA | approved co-brand company through WFGIA RENTAL PROPERTY OWNS BY MING-TING SUN AND JULIE H. SUN POSITION: Joint owner of this rental property NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 8038 118th Court NE #1, Kirkland WA 98033, United States DESCRIPTION: Deposit rents to our joint checking account once a month. Taking calls from the tenant occasionally CJM SUNNY REALTY LLC POSITION: Joint owner of this rental property NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 8038 118th Court NE #1, Kirkland WA 98033, United States DESCRIPTION: Deposit rent checks once a month. Assist my husband handles rental property operation matters such as utility bills, condo association dues, repairs, etc. JULIE H. SUN, CPA POSITION: Owner NATURE: Owner INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1985 ADDRESS: 6166 92nd Ave SE, Mercer Island WA 98040, United States DESCRIPTION: Helping small business and individual tax planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-17
• S63 Uniform Securities Agent State Law Examination
  2018-02-23