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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-02 |
| CA | RA | APPROVED | 2018-02-22 |
Branch Locations
6050 Santo Road Suite 100-C, San Diego, CA 92124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfgia | San Diego | CA | 06/2001 | Present |
| Tuan Le | San Diego | CA | 10/1997 | Present |
| Transamerica Financial Advisors, Llc | San Diego | CA | 01/2012 | Present |
| Uyen Phuong Pham Paik Tax Preparation | San Diego | CA | 12/2012 | Present |
| Health Insurance | San Francisco | CA | 04/2013 | Present |
| F3 Insurance Services Llc | San Diego | CA | 02/2016 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. UYEN PHUONG PHAM PAIK TAX PREPARATION,6050 SANTO ROAD SUITE 100-T,SAN DIEGO CA 92124,START DATE 12/22/2012,NON INVESTMENT RELATED,SOLE OWNER , 60HRS PER MONTH HEALTH INSURANCE, NON INVESTMENT RELATED, 50 BEALE STREET,SAN FRANCISCO, CA 94105, HEALTH AGENT, 12HRS/MTH Health Insurance/No; 50 Beale St. San Francisco, CA 94105; Health Agent; This is a health insurance company. They provide individual and group health insurance plans to the public/The products are individual and group health insurance plans. F3 Insurance Services, LLC; no; 6050 Santo Rd. Suite 100-T San Diego, CA 92124; Independent Contractor; 2/05/2016; 20 hrs/month; 1 during sec. trading; Market Health Insurance products and service clients; approved with restrictions; Tuan Le / 1097-Present / Investment Related: Yes / San Diego CA / Clerical Support - Admin / Hrs Work Monthly: 50% / Sec Trading Hrs: 50% / I provide clerical support
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-26 |
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