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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 | 2026-02-13 |
| CA | RA | APPROVED | 2025-12-11 |
Branch Locations
1 Technology Drive Suite J709, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors | Irvine | CA | 12/2014 | Present |
| Wfgia | Irvine | CA | 03/2007 | Present |
| Nucleon Technologies Llc | Richmond | TX | 09/2022 | Present |
| Rental Property | Houston | TX | 07/2024 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). NUCLEON TECHNOLOGIES LLC POSITION: contractor NATURE: IT Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 65 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 25906 CRAYK CREEK CT, RICHMOND TX 77406, United States DESCRIPTION: Do IT project for client RENTAL PROPERTY POSITION: Owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 3419 HUGHS MEADOW WAY, HOUSTON TX 77406, United States DESCRIPTION: I own this house, an realtor rent this out for me to collect rental income
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-05 |
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