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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
2107 N. First Street Suite 310, San Jose, CA 95131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Fremont | CA | 06/2002 | Present |
| Matgrix Group Insurance | Santa Clara | CA | 11/2007 | 11/2016 |
| Transamerica Financial Advisors, Inc | Fremont | CA | 01/2012 | Present |
| Jonathan Yu Enterprise, Inc | San Jose | CA | 01/2017 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. JONATHAN YU ENTERPRISE, INC| NOT INVESTMENT RELATED| 3516 AMBRA WAY, SAN JOSE CA 95132| FOR PASS THROUGH| PRESIDENT| START DATE:01/01/2017| 1HR/MO-0HR/DURING TRADING|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-24 |
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