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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 | 2020-12-04 |
| CA | RA | APPROVED | 2012-01-06 |
Branch Locations
6700 Koll Center Pkwy Suite 160-P, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Pleasanton | CA | 01/2004 | Present |
| Transamerica Financial Advisors, Inc | Pleasanton | CA | 01/2012 | Present |
| Cisco Systems Inc. | San Jose | CA | 11/2012 | 10/2019 |
| Ratna Sutrani Foundation | San Jose | CA | 12/2012 | 09/2020 |
| Heartland Institute Of Financial Education | Greenwood Village | CO | 10/2018 | Present |
| Netlaw | Louisville | KY | 08/2019 | Present |
| Synopsys Inc | Sunnyvale | CA | 08/2022 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. SYNOPSYS INC POSITION: Sr Staff Applications Engineer NATURE: High tech Hardware and Software company INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 08/22/2022 ADDRESS: 655 Palomar Ave, Sunnyvale CA 94085, United States DESCRIPTION: Provide technical support to customers who are using the digital IP they license from Synopsys
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-10 |
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