Yongyi Fan is an investment adviser representative (IAR) with state registration records since 2015, appearing at 5 firms. Currently registered with SUN GLOBAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUN GLOBAL LLC | 2026-06-03 | present | Yes |
| TLG ADVISORS, INC. | 2021-12-21 | 2026-06-01 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2021-10-20 | 2021-11-19 | — |
| TLG ADVISORS, INC. | 2020-08-10 | 2021-10-01 | — |
| TRANSGLOBAL ADVISORY, LLC | 2020-05-05 | 2020-08-14 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2019-01-21 | 2020-04-24 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2015-06-05 | 2019-01-14 | — |