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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 | 2020-11-20 |
Branch Locations
3550 Stevens Creek Blvd Suite 308, San Jose, CA 95117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gjrei, Llc | Martinez | CA | 04/2018 | 09/2021 |
| G2 Intergrated | Houston | TX | 03/2019 | Present |
| World Financial Group, Inc. | San Jose | CA | 10/2007 | Present |
| Transamerica Financial Advisors, Inc. | San Jose | CA | 02/2020 | Present |
| Metlife | Tampa | FL | 04/2023 | Present |
| Pacific Gas & Electric | Oakland | CA | 07/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. G2 INTERGRATED/Investment Related - No/10850 Richmond Avenue, Suite 200-Houston, TX 77042 PH713.260.4090/Contactor for PG&E in California/Agency Liaison/03.2019/160/160/Facilitate a relationship with Government Agencies and PG&E with a designated territory, to help improve repationship with PG&E and Government Agencies for Permits, and Capital Improvement Projects for the PG&E and Agencies METLIFE POSITION: Independent Sales REp NATURE: Group Term/Long Term Disabiltiy/Short Term Disablity INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2023 ADDRESS: 18210 Crane Nest Dr, Tampa FL 33647, United States DESCRIPTION: Provide additional insurance support for small business owner clients who desire Group Term, Group Long Term & Short Term Disability to their employees. PACIFIC GAS & ELECTRIC POSITION: AGENCY LIAISON FOR PG&E NATURE: Utility Provider of Gas & Electric Services INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 07/10/2023 ADDRESS: 300 Lakeside Drive, Oakland CA 94612, United States DESCRIPTION: Manage relationship with local municipalities to improve the relationship between PG&E and Local municipalities. Support local municipalities capital improvement projects. Follow up on escalations and concerns from the local municipalities regarding PG&E owned assets, conduct, and performance of PG&E employees and contractors completing scope of work within the Public Right of Way.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-20 |
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