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Yu Zhang

Transglobal Advisory, LLC

King Of Prussia, PA

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Current Employers
Transglobal Advisory, Llc

185 W Chestnut Ave, Monrovia, CA 91016 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-25
  • PA RA
    APPROVED
    Since 2026-03-25

Branch Locations

640 Freedom Business Center Dr, Suite #100, King Of Prussia, PA 19406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Chesterbrook PA 03/2014 01/2023
American Financial Alliance Corporation Wayne PA 02/2023 03/2024
Transglobal Holding Co King Of Prussia PA 03/2024 Present
Sun Global Llc King Of Prussia PA 03/2024 Present
  • 03/2014 → 01/2023
    Unemployed
    Chesterbrook, PA
  • 02/2023 → 03/2024
    American Financial Alliance Corporation
    Wayne, PA
  • 03/2024 → Present
    Transglobal Holding Co
    King Of Prussia, PA
  • 03/2024 → Present
    Sun Global Llc
    King Of Prussia, PA
Previous Registrations
Other Businesses

I work as an independent life insurance agent at Transglobal insurance since 3/7/2024. I have not received any commissions yet.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-03
  • S65 Uniform Investment Adviser Law Examination
    2024-01-03

View on SEC IAPD

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Other Investors

ANDREW LEE COOPER
Rebecca Michelle Drexler-Bleivik
Peter Munley
BENJAMIN JAMES SCHLEICHER
Rijo Abraham Reji
Kristen Voigtsberger
Simon F Crew
AVI NO MIDDLE NAME KANTOR

Other Offices

COOPER EAGLE, LLC · KING OF PRUSSIA, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
CERTIOR FINANCIAL GROUP, LLC · KING OF PRUSSIA, PA
MAGUIRE INVESTMENTS LLC · KING OF PRUSSIA, PA
JURA INVESTMENTS, LLC · KING OF PRUSSIA, PA
APOLLON FINANCIAL, LLC · King of Prussia, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
BANKERS LIFE ADVISORY SERVICES, INC. · KING OF PRUSSIA, PA

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