# Yongyi Fan

Yongyi Fan is an investment adviser representative (IAR) with state registration records since 2015, appearing at 5 firms. Currently registered with SUN GLOBAL LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SUN GLOBAL LLC](https://search.stillhousedata.com/firm/317484) | 2026-06-03 | present | Yes |
| [TLG ADVISORS, INC.](https://search.stillhousedata.com/firm/111052) | 2021-12-21 | 2026-06-01 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2021-10-20 | 2021-11-19 | — |
| [TLG ADVISORS, INC.](https://search.stillhousedata.com/firm/111052) | 2020-08-10 | 2021-10-01 | — |
| [TRANSGLOBAL ADVISORY, LLC](https://search.stillhousedata.com/firm/168709) | 2020-05-05 | 2020-08-14 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2019-01-21 | 2020-04-24 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2015-06-05 | 2019-01-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4152144)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4152144.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.