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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 | 2020-10-02 |
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Burlingame | CA | 05/2015 | Present |
| World Financial Group, Inc. | Burlingame | CA | 04/2009 | Present |
| Rental Property | Daly City, | CA | 02/2005 | Present |
| Asian Community Cultural Association Of San Leandro | San Leandro | CA | 01/2010 | Present |
| Helena Mew | San Leandro | CA | 07/2022 | Present |
| First Chinese Baptist Church | San Francisco | CA | 01/1980 | Present |
| Helena Mew | San Leandro | CA | 10/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 2/25/2005/Rental Property owner/429 Willits Street Daly City, CA- California 94014/No/Rental property owner/Owner/Collecting monthly rental income and provided necessary repairs or maintenance if necessary. 1/1/2010/Asian Community Cultural Association of San Leandro/15127 Inverness Street San Leandro, CA- California 94579No/Board Member/Board Member TreasurerNo daily activity. Participated cultural event. HELENA MEW POSITION: Property owner NATURE: Rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2022 ADDRESS: 1400 Carpentier St #435, San Leandro CA 94577DESCRIPTION: Collect rental income monthly. HELENA MEW (1) POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2024 ADDRESS: 1400 Carpentier St, 435, San Leandro CA 94577, United States DESCRIPTION: Collect rent from tenants FIRST CHINESE BAPTIST CHURCH POSITION: Church Auditor NATURE: Religious nonprofit organization INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/1980 ADDRESS: 1 Waverly Place, San Francisco CA 94108, United States DESCRIPTION: Conduct annual internal audit of the church's financial statements and submit a written report to the Chairperson of the Board of Deacons.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-10 |
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