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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | San Jose | CA | 08/2002 | Present |
| Anthem Blue Cross Of California | Oxnard | CA | 09/2003 | 05/2024 |
| Health Net | Woodland Hills | CA | 05/2004 | 05/2024 |
| Blue Shield Of California | San Jose | CA | 12/2003 | 05/2024 |
| Kaiser Permanente | San Francisco | CA | 05/2008 | 05/2024 |
| Abc Insurance Services, Inc. | San Mateo | CA | 07/2010 | 05/2024 |
| Transamerica Financial Advisors, Inc | San Jose | CA | 01/2012 | Present |
| Wang Insurance | San Francisco | CA | 06/2012 | 05/2024 |
| Balancepoint Financial Services, Inc | San Jose | CA | 03/2014 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc BALANCEPOINT FINANCIAL SERVICES, INC; NOT INVESTMENT RELATED; 1150 RANCHERO WAY #7, SAN JOSE CA 95117; MARKET HEALTH INSURANCE AND PROPERTY AND CASUALTY INSURANCE PRODUCTS AS AN INDEPENDENT BROKER IN CA; PRESIDENT; 3/2014; 80 HRS/MONTH; MANAGE DAILY OPERATION OF THE COMPANY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-10 |
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