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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 | 2024-07-08 |
| CA | RA | APPROVED | 2016-09-13 |
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | San Jose | CA | 09/2016 | Present |
| Wfgia | Sunnyvale | CA | 09/2016 | Present |
| Tru Dream Investments, Llc | Milpitas | CA | 09/2011 | Present |
| Giant Realty Inc. | Cupertino | CA | 09/2013 | 12/2016 |
| Kaiser Permanente Health Insurance | Oakland | CA | 12/2016 | 06/2018 |
| Beauty Stem Biomedical | Arcadia | CA | 10/2023 | Present |
| Yuju Consulting Inc. | Fremont | CA | 12/2018 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." TRU DREAM INVESTMENTS, LLC/Investment Related - Yes/426 GIBBONS CT., MILPITAS, CA 95035 408-223-5868/REAL ESTATE INVESTMENT ENTITY/PARTNER/09.2011/1/4/PROPERTY MANAGING PART TIME GIANT REALTY INC./Investment Related - No/19400 STEVENS CREEK BLVD. STE 102 CUPERTINO, CA 95014/REAL ESTATE BROKERAGE COMPANY/AGENT/09.2013/1/4/REAL ESTATE AGENT, HELP CLIENTS BUY AND SELL REAL ESTATE PROPERTY. BEAUTY STEM BIOMEDICAL POSITION: network marketing agent NATURE: nutrient supplement INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2023 ADDRESS: 150 N Santa Anita Ave STE 888, Arcadia CA 91006, United States DESCRIPTION: Introduce the nutrient supplements from Beauty Stem Biomedical to friends who are interested. YUJU CONSULTING INC. POSITION: president NATURE: This is a bookkeeping pass through entity for my financial planning business. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/07/2018 ADDRESS: 39522 Sundale Dr, Fremont CA 94538, United States DESCRIPTION: Bookkeeping for my financial planning business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-22 |
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