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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 | 2026-04-07 |
Branch Locations
1 Technology Drive Suite J709, Irvine, CA 92618 • 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors | Irvine | CA | 09/2025 | Present |
| Wfgia | Irvine | CA | 12/2023 | Present |
| Ginfinity Consulting Inc. | Covina | CA | 05/2019 | Present |
| Student Educare Inc. | West Covina | CA | 12/2017 | 05/2019 |
| Gorgeous Education, Inc. | West Covina | CA | 01/2012 | 12/2017 |
Sales of Insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). Ginfinity Consulting Inc. Investment Related? NO 654 Eat Workman Street | Covina, CA 91723 Provide college application consulting for high school students and international students. Founder and CEO Start date 12/2015 1 hour per month, 0 during securities trading. I previously advised high school students on their U.S. undergraduate admissions process, including academic course selection, standardized testing strategy (SAT, ACT), extracurricular planning, and college essay development. At present, this activity is no longer a material part of my professional responsibilities. I dedicate minimal time to it and have referred all new inquiries to other independent educational consultants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-13 |
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