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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 | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Alviso | CA | 11/2015 | Present |
| Wfgia | Alviso | CA | 05/2014 | Present |
| Fibrogen | San Francisco | CA | 09/2014 | 08/2021 |
| Anthem, Inc. | San Carlos | CA | 12/2016 | 08/2021 |
| Anthem Blue Cross | San Carlos | CA | 03/2017 | 08/2021 |
| Gilead Sciences, Inc | Foster City | CA | 07/2020 | 12/2021 |
| Rigel Pharmaceuticals. Inc. | San Fracisco | CA | 01/2022 | 06/2023 |
| Corcept Therapeutics, Inc | Menlo Park | CA | 01/2023 | Present |
| Vera Therapeutics | Brisbane | CA | 07/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. VERA THERAPEUTICS POSITION: Senior Director of Biostatistics NATURE: Pharmaceuticals INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 4 START DATE: 07/30/2024 ADDRESS: Marina Blvd, Suite 120, Brisbane CA 94070, United States DESCRIPTION: Statistical input for clinical trial design, conduct, and analysis of clinical trial data CORCEPT THERAPEUTICS, INC POSITION: Director, Biostatistics NATURE: Pharmaceutical Company INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 5 START DATE: 01/31/2023 ADDRESS: 149 Common Wealth Dr., Menlo Park CA 94025, United States DESCRIPTION: Write analysis plan and analyze clinical trial data.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-11 |
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