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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 | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1810 Gateway Dr Suite 238, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsonex Insurance Agency | Englewood | CO | 03/2014 | 08/2017 |
| Nelson & Wong | San Francisco | CA | 03/2017 | 10/2019 |
| Louie & Wong Cpa | San Francisco | CA | 09/2015 | 07/2017 |
| Transamerica Financial Advisors, Inc | Burlingame | CA | 08/2017 | 05/2019 |
| World Financial Group, Inc. | Burlingame | CA | 02/2017 | 05/2019 |
| Byemcc Accountancy Corporation | San Francisco | CA | 02/2011 | Present |
| Transamerica Financial Advisors, Inc | Burlingame | CA | 09/2019 | Present |
| World Financial Group, Inc. | Burlingame | CA | 07/2019 | Present |
Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." BYEMCC ACCOUNTANTCY CORPORATION/Investment Related - No/258 West Portal Avenue, San Francisco, CA 94127/Accounting, Bookeeping, Tax, Payroll/Partner/01.2009/100/0/Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-07 |
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